Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. Our tax team based in the Leeds office is 60 strong of which 25 sit in our corporate tax team led by three partners who have an extensive network and client base across Yorkshire and the North East of England, nationally and internationally. The corporate tax team is highly integrated with the indirect tax, employment tax, private client, tax risk assurance and innovation incentives specialists making up the rest of our local tax group. As a core and year round provider of services, the corporate tax team plays a fundamental role in leading trusted relationships with a variety of exciting businesses to deliver the holistic tax service BDO in Leeds is known for. With a strong culture and team dynamic that is friendly, team-orientated and very supportive, high performance and enriching development opportunities are a key characteristic of BDO Leeds Tax which makes this a positive place to be, aligning personal purpose and success with excellent client service and impactful results for the BDO business. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. This role will be leading the tax compliance and advisory services to a wide range of clients, with a particular emphasis on large and complex corporates with international footprint and private equity backed portfolio businesses. We offer services including tax strategy and governance, tax due diligence, tax structuring, corporate international advice and more. So, there's plenty of variety from one day to the next. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Whether building great relationships with clients or colleagues, you'll be supported by a team that brings out the best in you. Responsibilities: This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. Provide assistance to Associate Director/Director/Partners in both client work and in the management of the Corporate Tax group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. Provide Tax compliance and advisory services to a wide range of clients using local junior team support, resource from a shared service team or via technology tools. Manage a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection. Pay attention to self-development and continuing professional education with a view to progressing within practice. Develop professional relationships with clients and within the Firm and adapt the approach for the relevant audience. Understand potential risks to the Firm in relation to the Firm's quality control procedures and raise with the appropriate person. Support, train, mentor and advise more junior colleagues. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. Lead on some projects within the team We're looking for someone with: An in depth, up to date, knowledge of taxation with corporation tax specialist knowledge and the ability to deal with complex tax issues In depth knowledge of tax accounting and audit of tax for groups Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience Understands potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person Project and staff management experience Ability to manage a client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients Experience of dealing with client senior management CTA and/or ACA qualified or equivalent Support, train, mentor and advise others in own area Challenge current practice - driving improvements and championing change Demonstrable post qualified experience You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
May 14, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. Our tax team based in the Leeds office is 60 strong of which 25 sit in our corporate tax team led by three partners who have an extensive network and client base across Yorkshire and the North East of England, nationally and internationally. The corporate tax team is highly integrated with the indirect tax, employment tax, private client, tax risk assurance and innovation incentives specialists making up the rest of our local tax group. As a core and year round provider of services, the corporate tax team plays a fundamental role in leading trusted relationships with a variety of exciting businesses to deliver the holistic tax service BDO in Leeds is known for. With a strong culture and team dynamic that is friendly, team-orientated and very supportive, high performance and enriching development opportunities are a key characteristic of BDO Leeds Tax which makes this a positive place to be, aligning personal purpose and success with excellent client service and impactful results for the BDO business. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. This role will be leading the tax compliance and advisory services to a wide range of clients, with a particular emphasis on large and complex corporates with international footprint and private equity backed portfolio businesses. We offer services including tax strategy and governance, tax due diligence, tax structuring, corporate international advice and more. So, there's plenty of variety from one day to the next. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Whether building great relationships with clients or colleagues, you'll be supported by a team that brings out the best in you. Responsibilities: This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. Provide assistance to Associate Director/Director/Partners in both client work and in the management of the Corporate Tax group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. Provide Tax compliance and advisory services to a wide range of clients using local junior team support, resource from a shared service team or via technology tools. Manage a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection. Pay attention to self-development and continuing professional education with a view to progressing within practice. Develop professional relationships with clients and within the Firm and adapt the approach for the relevant audience. Understand potential risks to the Firm in relation to the Firm's quality control procedures and raise with the appropriate person. Support, train, mentor and advise more junior colleagues. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. Lead on some projects within the team We're looking for someone with: An in depth, up to date, knowledge of taxation with corporation tax specialist knowledge and the ability to deal with complex tax issues In depth knowledge of tax accounting and audit of tax for groups Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience Understands potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person Project and staff management experience Ability to manage a client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients Experience of dealing with client senior management CTA and/or ACA qualified or equivalent Support, train, mentor and advise others in own area Challenge current practice - driving improvements and championing change Demonstrable post qualified experience You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Step Into a Leadership Role in Private Client Advisory Empower entrepreneurs, guide high-net-worth individuals Your new company This is your opportunity to join a forward-thinking accountancy and advisory firm that partners with the UK's most dynamic and fast-growing businesses. With a strong reputation for supporting entrepreneurial ventures and private clients, the firm offers a collaborative culture, global reach, and a commitment to helping clients-and colleagues-thrive in a changing world. Your new role As an Associate Director or Director within the Private Client Services team, you'll take the lead in managing a portfolio of high-net-worth individuals, families, and their associated structures. You'll provide strategic tax advice, oversee compliance, and build long-term relationships that position you as a trusted advisor. Your role will also involve mentoring junior team members, identifying new business opportunities, and contributing to the continued growth of the practice. Key responsibilities include: Managing complex client portfolios and delivering tailored tax solutions Advising on succession planning, restructuring, and wealth preservation Overseeing billing, WIP, and client onboarding processes Building strong relationships with clients and intermediaries Leading projects and supporting the development of junior colleagues Ensuring compliance with quality and risk management standards What you'll need to succeed We're looking for someone who brings both technical expertise and a people-first mindset. You'll need: CTA and/or ACA qualification (or equivalent) Strong experience advising high-net-worth individuals and their families A deep understanding of UK tax legislation and wealth structures Proven ability to manage client relationships and spot growth opportunities Confidence in networking and representing the firm in the market Leadership skills with a passion for mentoring and developing others What you'll get in return This role offers more than just a title-it's a platform for long-term growth. You'll benefit from: Flexible, agile working arrangements Direct access to senior leadership and a clear career path A supportive, inclusive culture that values individuality Modern collaboration spaces and continuous learning opportunities Recognition for your contributions and the freedom to shape your future What you need to do now If you're ready to lead, inspire, and make a lasting impact in private client advisory, we'd love to hear from you. Apply today and join a team where your expertise will be valued, your ideas welcomed, and your career ambitions supported. #
May 14, 2026
Full time
Step Into a Leadership Role in Private Client Advisory Empower entrepreneurs, guide high-net-worth individuals Your new company This is your opportunity to join a forward-thinking accountancy and advisory firm that partners with the UK's most dynamic and fast-growing businesses. With a strong reputation for supporting entrepreneurial ventures and private clients, the firm offers a collaborative culture, global reach, and a commitment to helping clients-and colleagues-thrive in a changing world. Your new role As an Associate Director or Director within the Private Client Services team, you'll take the lead in managing a portfolio of high-net-worth individuals, families, and their associated structures. You'll provide strategic tax advice, oversee compliance, and build long-term relationships that position you as a trusted advisor. Your role will also involve mentoring junior team members, identifying new business opportunities, and contributing to the continued growth of the practice. Key responsibilities include: Managing complex client portfolios and delivering tailored tax solutions Advising on succession planning, restructuring, and wealth preservation Overseeing billing, WIP, and client onboarding processes Building strong relationships with clients and intermediaries Leading projects and supporting the development of junior colleagues Ensuring compliance with quality and risk management standards What you'll need to succeed We're looking for someone who brings both technical expertise and a people-first mindset. You'll need: CTA and/or ACA qualification (or equivalent) Strong experience advising high-net-worth individuals and their families A deep understanding of UK tax legislation and wealth structures Proven ability to manage client relationships and spot growth opportunities Confidence in networking and representing the firm in the market Leadership skills with a passion for mentoring and developing others What you'll get in return This role offers more than just a title-it's a platform for long-term growth. You'll benefit from: Flexible, agile working arrangements Direct access to senior leadership and a clear career path A supportive, inclusive culture that values individuality Modern collaboration spaces and continuous learning opportunities Recognition for your contributions and the freedom to shape your future What you need to do now If you're ready to lead, inspire, and make a lasting impact in private client advisory, we'd love to hear from you. Apply today and join a team where your expertise will be valued, your ideas welcomed, and your career ambitions supported. #
Trusts Tax Southampton Your new company My client, a leading law firm with offices across the UK, has a new opportunity in their Southampton office due to retirement. They boast a portfolio which has high quality work and complex cases with an open and collaborative working environment. The firm is often mentioned in the top legal firms within the UK. They are seeking a tax advisor to support the Private Wealth team by assisting with all matters associated with the administration of trusts. Your new role You will: Day-to-day administration of trusts, including but not limited to discretionary trusts and trusts in which a beneficiary or beneficiaries have an interest-in-possession. Advise trustees on their fiduciary and statutory duties, supporting them with decision-making, and assisting in the implementation of those decisions. Meetings with trustees are to be conducted in person as required. Draft all types of trust deeds, minutes of trustees' meetings, and resolutions. Conduct annual trust reviews. Prepare and maintain trust accounts. Complete Trust Registration Service (TRS) filings. Prepare tax returns in respect of income, capital gains, and inheritance tax. What you'll need to succeed You may be qualified or part-qualified, with at least 3 years experience with trusts, with the ability to complete compliance and advise clients on UK trust matters. What you'll get in return Salary is dependent on experience up to £55,000 plus a host of benefits. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to , or call me now on If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
May 14, 2026
Full time
Trusts Tax Southampton Your new company My client, a leading law firm with offices across the UK, has a new opportunity in their Southampton office due to retirement. They boast a portfolio which has high quality work and complex cases with an open and collaborative working environment. The firm is often mentioned in the top legal firms within the UK. They are seeking a tax advisor to support the Private Wealth team by assisting with all matters associated with the administration of trusts. Your new role You will: Day-to-day administration of trusts, including but not limited to discretionary trusts and trusts in which a beneficiary or beneficiaries have an interest-in-possession. Advise trustees on their fiduciary and statutory duties, supporting them with decision-making, and assisting in the implementation of those decisions. Meetings with trustees are to be conducted in person as required. Draft all types of trust deeds, minutes of trustees' meetings, and resolutions. Conduct annual trust reviews. Prepare and maintain trust accounts. Complete Trust Registration Service (TRS) filings. Prepare tax returns in respect of income, capital gains, and inheritance tax. What you'll need to succeed You may be qualified or part-qualified, with at least 3 years experience with trusts, with the ability to complete compliance and advise clients on UK trust matters. What you'll get in return Salary is dependent on experience up to £55,000 plus a host of benefits. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to , or call me now on If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Start Date - 06/07/2026 Shift Pattern is Full Time Why this job matters If you're a confident talker who enjoys asking questions and getting to know people, then this could be the role for you. Maybe you have a wealth of life experience and building relationships, or maybe negotiating mealtime meltdowns with your family is a daily occurrence. If so, you have transferrable skills to succeed in a sales advisor role with EE. We'll give you training on the rest so you're ready to talk confidently about all our products and services. We don't do 'hard sales'. The role involves talking to customers over the phone about how we can enhance their digital lives and discuss the right products for them. Why not use your skills and join our Sales Team in Truro. We understand that life never stands still, and like most roles within EE, this opportunity is designed with flexibility in mind. We're here to support you in being successful, meaning we'll do everything we can to make sure you don't miss that appointment or can look after your family in an emergency. Just a few ways we're doing this include giving you the opportunity to schedule your own breaks and banking time, and the option of occasional home working. What's in it for you? A great starting salary of £26,116 rising to £26,738 after 8 months of being here, plus incentives and bonuses. Online GP - Giving you access to a GP via telephone or video 24/7 for both you and your immediate family, fully funded by us. Market leading paid carer's leave, up to 2 weeks off for carers to give that bit of extra support to our colleagues who are caring for family or friends who are disabled, ill or elderly. Family Leave - Equalised maternity, paternity, and adoption leave and it gives all parents 18 weeks full pay and 8 weeks half pay in the first year however they choose to grow their family. Huge discounts of EE & BT products including your Mobile and Broadband - saving you hundreds of pounds every year. Support in carving your own career path. We are passionate about developing our people and we'll support you in achieving the career you want. Season Ticket Travel Loan - giving you the funds to pay for your travel to and from work up front, making a difference where it counts. Volunteering days, so you can give back to your local community. Optional Private Healthcare and Dental, to protect you and your family. On top of all that, we've got a great team culture, meaningful support and tailored training to help you build a lasting career. What are you waiting for?
May 14, 2026
Full time
Start Date - 06/07/2026 Shift Pattern is Full Time Why this job matters If you're a confident talker who enjoys asking questions and getting to know people, then this could be the role for you. Maybe you have a wealth of life experience and building relationships, or maybe negotiating mealtime meltdowns with your family is a daily occurrence. If so, you have transferrable skills to succeed in a sales advisor role with EE. We'll give you training on the rest so you're ready to talk confidently about all our products and services. We don't do 'hard sales'. The role involves talking to customers over the phone about how we can enhance their digital lives and discuss the right products for them. Why not use your skills and join our Sales Team in Truro. We understand that life never stands still, and like most roles within EE, this opportunity is designed with flexibility in mind. We're here to support you in being successful, meaning we'll do everything we can to make sure you don't miss that appointment or can look after your family in an emergency. Just a few ways we're doing this include giving you the opportunity to schedule your own breaks and banking time, and the option of occasional home working. What's in it for you? A great starting salary of £26,116 rising to £26,738 after 8 months of being here, plus incentives and bonuses. Online GP - Giving you access to a GP via telephone or video 24/7 for both you and your immediate family, fully funded by us. Market leading paid carer's leave, up to 2 weeks off for carers to give that bit of extra support to our colleagues who are caring for family or friends who are disabled, ill or elderly. Family Leave - Equalised maternity, paternity, and adoption leave and it gives all parents 18 weeks full pay and 8 weeks half pay in the first year however they choose to grow their family. Huge discounts of EE & BT products including your Mobile and Broadband - saving you hundreds of pounds every year. Support in carving your own career path. We are passionate about developing our people and we'll support you in achieving the career you want. Season Ticket Travel Loan - giving you the funds to pay for your travel to and from work up front, making a difference where it counts. Volunteering days, so you can give back to your local community. Optional Private Healthcare and Dental, to protect you and your family. On top of all that, we've got a great team culture, meaningful support and tailored training to help you build a lasting career. What are you waiting for?
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. Our tax team based in the Leeds office is 60 strong of which 25 sit in our corporate tax team led by three partners who have an extensive network and client base across Yorkshire and the North East of England, nationally and internationally. The corporate tax team is highly integrated with the indirect tax, employment tax, private client, tax risk assurance and innovation incentives specialists making up the rest of our local tax group. As a core and year round provider of services, the corporate tax team plays a fundamental role in leading trusted relationships with a variety of exciting businesses to deliver the holistic tax service BDO in Leeds is known for. With a strong culture and team dynamic that is friendly, team-orientated and very supportive, high performance and enriching development opportunities are a key characteristic of BDO Leeds Tax which makes this a positive place to be, aligning personal purpose and success with excellent client service and impactful results for the BDO business. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. This role will be leading the tax compliance and advisory services to a wide range of clients, with a particular emphasis on large and complex corporates with international footprint and private equity backed portfolio businesses. We offer services including tax strategy and governance, tax due diligence, tax structuring, corporate international advice and more. So, there's plenty of variety from one day to the next. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Whether building great relationships with clients or colleagues, you'll be supported by a team that brings out the best in you. Responsibilities: This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. Provide assistance to Associate Director/Director/Partners in both client work and in the management of the Corporate Tax group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. Provide Tax compliance and advisory services to a wide range of clients using local junior team support, resource from a shared service team or via technology tools. Manage a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection. Pay attention to self-development and continuing professional education with a view to progressing within practice. Develop professional relationships with clients and within the Firm and adapt the approach for the relevant audience. Understand potential risks to the Firm in relation to the Firm's quality control procedures and raise with the appropriate person. Support, train, mentor and advise more junior colleagues. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. Lead on some projects within the team We're looking for someone with: An in depth, up to date, knowledge of taxation with corporation tax specialist knowledge and the ability to deal with complex tax issues In depth knowledge of tax accounting and audit of tax for groups Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience Understands potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person Project and staff management experience Ability to manage a client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients Experience of dealing with client senior management CTA and/or ACA qualified or equivalent Support, train, mentor and advise others in own area Challenge current practice - driving improvements and championing change Demonstrable post qualified experience You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
May 14, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. Our tax team based in the Leeds office is 60 strong of which 25 sit in our corporate tax team led by three partners who have an extensive network and client base across Yorkshire and the North East of England, nationally and internationally. The corporate tax team is highly integrated with the indirect tax, employment tax, private client, tax risk assurance and innovation incentives specialists making up the rest of our local tax group. As a core and year round provider of services, the corporate tax team plays a fundamental role in leading trusted relationships with a variety of exciting businesses to deliver the holistic tax service BDO in Leeds is known for. With a strong culture and team dynamic that is friendly, team-orientated and very supportive, high performance and enriching development opportunities are a key characteristic of BDO Leeds Tax which makes this a positive place to be, aligning personal purpose and success with excellent client service and impactful results for the BDO business. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. This role will be leading the tax compliance and advisory services to a wide range of clients, with a particular emphasis on large and complex corporates with international footprint and private equity backed portfolio businesses. We offer services including tax strategy and governance, tax due diligence, tax structuring, corporate international advice and more. So, there's plenty of variety from one day to the next. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Whether building great relationships with clients or colleagues, you'll be supported by a team that brings out the best in you. Responsibilities: This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. Provide assistance to Associate Director/Director/Partners in both client work and in the management of the Corporate Tax group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. Provide Tax compliance and advisory services to a wide range of clients using local junior team support, resource from a shared service team or via technology tools. Manage a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection. Pay attention to self-development and continuing professional education with a view to progressing within practice. Develop professional relationships with clients and within the Firm and adapt the approach for the relevant audience. Understand potential risks to the Firm in relation to the Firm's quality control procedures and raise with the appropriate person. Support, train, mentor and advise more junior colleagues. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. Lead on some projects within the team We're looking for someone with: An in depth, up to date, knowledge of taxation with corporation tax specialist knowledge and the ability to deal with complex tax issues In depth knowledge of tax accounting and audit of tax for groups Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience Understands potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person Project and staff management experience Ability to manage a client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients Experience of dealing with client senior management CTA and/or ACA qualified or equivalent Support, train, mentor and advise others in own area Challenge current practice - driving improvements and championing change Demonstrable post qualified experience You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Private Client Senior Associate - Tier 3 Location: Central London - hybrid Salary: 95,000 Experience: 6 PQE+ OVERVIEW Join a Tier 3 Legal 500 firm in London. The team advises UK and international high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs and business owners on complex private wealth matters including succession planning, trusts, estate administration and tax planning. RESPONSIBILITIES -Managing a varied Private Wealth caseload including wills, trusts, estate administration, succession and tax planning matters -Advising UK and international high-net-worth families on complex private wealth structures and cross-border matters -Drafting wills, letters of wishes, powers of attorney, trusts, deeds of appointment and related documentation -Handling trust formation and administration matters -Advising on taxation relevant to trusts, estates and estate planning -Managing client relationships and acting as a key point of contact on matters -Supervising, mentoring and delegating work to junior members of the team -Working collaboratively with colleagues across departments and with external advisers including foreign lawyers and professional advisers -Supporting business development initiatives and generating new business opportunities ABOUT YOU -Qualified Solicitor 6PQE+ in Private Wealth -Strong technical knowledge of trusts, estates, wills, probate and succession planning -Experience advising high-net-worth and ultra-high-net-worth individuals and families -Strong understanding of UK taxation relevant to trusts and estates -Experience working with international clients and cross-border matters advantageous -STEP qualified preferred BENEFITS -Hybrid flexibility -Clear structured career progression pathway -Direct client access and responsibility -Marketing and business development opportunities -Commission for new business generation -Strong team culture and supportive environment If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: removed) P: (phone number removed)
May 13, 2026
Full time
Private Client Senior Associate - Tier 3 Location: Central London - hybrid Salary: 95,000 Experience: 6 PQE+ OVERVIEW Join a Tier 3 Legal 500 firm in London. The team advises UK and international high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs and business owners on complex private wealth matters including succession planning, trusts, estate administration and tax planning. RESPONSIBILITIES -Managing a varied Private Wealth caseload including wills, trusts, estate administration, succession and tax planning matters -Advising UK and international high-net-worth families on complex private wealth structures and cross-border matters -Drafting wills, letters of wishes, powers of attorney, trusts, deeds of appointment and related documentation -Handling trust formation and administration matters -Advising on taxation relevant to trusts, estates and estate planning -Managing client relationships and acting as a key point of contact on matters -Supervising, mentoring and delegating work to junior members of the team -Working collaboratively with colleagues across departments and with external advisers including foreign lawyers and professional advisers -Supporting business development initiatives and generating new business opportunities ABOUT YOU -Qualified Solicitor 6PQE+ in Private Wealth -Strong technical knowledge of trusts, estates, wills, probate and succession planning -Experience advising high-net-worth and ultra-high-net-worth individuals and families -Strong understanding of UK taxation relevant to trusts and estates -Experience working with international clients and cross-border matters advantageous -STEP qualified preferred BENEFITS -Hybrid flexibility -Clear structured career progression pathway -Direct client access and responsibility -Marketing and business development opportunities -Commission for new business generation -Strong team culture and supportive environment If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: removed) P: (phone number removed)
Private Client Solicitor Location: Birmingham Salary: 30,000 - 45,000 (dependent on experience) Job Type: Full-time, Permanent Bell Cornwall Recruitment are delighted to be working with a well-established, niche private client firm of solicitors based in Birmingham. This is an excellent opportunity for an experienced Private Client Solicitor to join a supportive and highly regarded team, handling high-quality work within a specialist environment. The Role The successful candidate will manage a full and varied caseload of private client matters, providing expert legal advice with a strong focus on client care and attention to detail. Key Responsibilities Managing a full caseload of private client files from instruction through to completion, including: Wills Trusts and estate planning Lasting Powers of Attorney (LPAs) Probate and estate administration Drafting legal documents including Wills, LPAs, trusts, and associated documentation Advising clients on inheritance tax, estate planning, and wealth protection Handling probate applications and the administration of estates Liaising with clients, beneficiaries, HMRC, and third parties Preparing estate accounts and dealing with asset distribution Ensuring files are progressed efficiently and in line with regulatory requirements Maintaining high standards of client care, particularly when dealing with sensitive matters Managing billing, time recording, and contributing to departmental targets Supporting business development and maintaining strong client relationships About You Previous experience handling a private client caseload (Wills, Probate, Trusts, LPAs) Qualified Solicitor, Legal Executive, or experienced Fee Earner/Paralegal Ability to manage files independently with minimal supervision Strong technical knowledge of private client law Excellent communication and client care skills Highly organised with the ability to prioritise workload effectively The Firm This niche private client firm prides itself on delivering a personal, high-quality service to its clients. You will be joining a collaborative and professional environment with genuine opportunities for progression and development. Benefits Competitive salary based on experience ( 30,000 - 45,000) Supportive working environment Opportunities for career progression Ongoing professional development INDHP If you are an experienced Private Client Solicitor looking to take the next step in your career within a specialist firm, we would love to hear from you. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
May 13, 2026
Full time
Private Client Solicitor Location: Birmingham Salary: 30,000 - 45,000 (dependent on experience) Job Type: Full-time, Permanent Bell Cornwall Recruitment are delighted to be working with a well-established, niche private client firm of solicitors based in Birmingham. This is an excellent opportunity for an experienced Private Client Solicitor to join a supportive and highly regarded team, handling high-quality work within a specialist environment. The Role The successful candidate will manage a full and varied caseload of private client matters, providing expert legal advice with a strong focus on client care and attention to detail. Key Responsibilities Managing a full caseload of private client files from instruction through to completion, including: Wills Trusts and estate planning Lasting Powers of Attorney (LPAs) Probate and estate administration Drafting legal documents including Wills, LPAs, trusts, and associated documentation Advising clients on inheritance tax, estate planning, and wealth protection Handling probate applications and the administration of estates Liaising with clients, beneficiaries, HMRC, and third parties Preparing estate accounts and dealing with asset distribution Ensuring files are progressed efficiently and in line with regulatory requirements Maintaining high standards of client care, particularly when dealing with sensitive matters Managing billing, time recording, and contributing to departmental targets Supporting business development and maintaining strong client relationships About You Previous experience handling a private client caseload (Wills, Probate, Trusts, LPAs) Qualified Solicitor, Legal Executive, or experienced Fee Earner/Paralegal Ability to manage files independently with minimal supervision Strong technical knowledge of private client law Excellent communication and client care skills Highly organised with the ability to prioritise workload effectively The Firm This niche private client firm prides itself on delivering a personal, high-quality service to its clients. You will be joining a collaborative and professional environment with genuine opportunities for progression and development. Benefits Competitive salary based on experience ( 30,000 - 45,000) Supportive working environment Opportunities for career progression Ongoing professional development INDHP If you are an experienced Private Client Solicitor looking to take the next step in your career within a specialist firm, we would love to hear from you. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
This role is perfect for a seasoned private client tax manager who excels at private client tax management and advisory services. As an Associate Director, you will be expected to provide innovative tax solutions and excellent client service, engage and mentor the wider team and join the senior leadership team as a fellow business developer. Client Details Our client is a leading player in the UK accountancy field, boasting a position within the Top-10 firms, in addition to being one of the UK's largest wealth managers. With an oustanding reputation, they have consistently delivered high-quality services to a diverse range of clients, earning them a sterling reputation in the industry. Description Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment. The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town. You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism the team act for a number of titled families. As an Associate Director you will be part of the advisory team to work on planning opportunities and work in a team delivering for a wide ranging portfolio of clients. You will also lead client relationships and be involved in meetings and projects for new and potential new clients. Key responsibilities: You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts. Taking ownership of advisory projects, attending and running client meeting and running client projects Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work. Developing the more junior team including providing timely feedback and assisting them with technical and personal development Profile A successful Associate Director - Private Client Tax should have: Significant experience working across tax planning/advisory projects You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues. People management and organisational experience Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA Job Offer Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave Our client is proud to value the differences that a diverse workforce brings, representative of society and their clients. Our client has a wide range of highly active employee resource groups and are currently delivering multiple diversity, equity and inclusion initiatives across the organisation. It is their commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. If you are seeking a challenging yet rewarding role in a leading professional services firm, look no further. Apply today to join our dedicated team in Salisbury.
May 11, 2026
Full time
This role is perfect for a seasoned private client tax manager who excels at private client tax management and advisory services. As an Associate Director, you will be expected to provide innovative tax solutions and excellent client service, engage and mentor the wider team and join the senior leadership team as a fellow business developer. Client Details Our client is a leading player in the UK accountancy field, boasting a position within the Top-10 firms, in addition to being one of the UK's largest wealth managers. With an oustanding reputation, they have consistently delivered high-quality services to a diverse range of clients, earning them a sterling reputation in the industry. Description Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment. The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town. You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism the team act for a number of titled families. As an Associate Director you will be part of the advisory team to work on planning opportunities and work in a team delivering for a wide ranging portfolio of clients. You will also lead client relationships and be involved in meetings and projects for new and potential new clients. Key responsibilities: You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts. Taking ownership of advisory projects, attending and running client meeting and running client projects Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work. Developing the more junior team including providing timely feedback and assisting them with technical and personal development Profile A successful Associate Director - Private Client Tax should have: Significant experience working across tax planning/advisory projects You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues. People management and organisational experience Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA Job Offer Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave Our client is proud to value the differences that a diverse workforce brings, representative of society and their clients. Our client has a wide range of highly active employee resource groups and are currently delivering multiple diversity, equity and inclusion initiatives across the organisation. It is their commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. If you are seeking a challenging yet rewarding role in a leading professional services firm, look no further. Apply today to join our dedicated team in Salisbury.
Data Services Actuary (Associate Consultant/Consultant) Location - Edinburgh with hybrid working as per departmental requirements (currently a MINIMUM of 40% (2 days per week). Our Pensions Data Services team is rapidly expanding, as we increase our offering to clients, particularly in the de-risking space. The team work closely with experts in other areas of LCP's business and utilise our advanced technology to deliver solutions to our clients. To facilitate this growth, we are now seeking a candidate with a knowledge of Defined Benefit pensions for client facing, technical roles, to bolster our existing team. What will you be doing? You will be supporting a variety of strategic data projects that help pensions schemes better understand and manage their data. This will include: Supporting data readiness for endgame strategies, including buy-ins, buy-outs and member option exercises Working on large-scale benefit rectification projects such as GMP equalisation, GMP rectification and Barber window extensions Undertaking data cleanse projects for schemes, including benefit tranching and legacy scheme reconstruction. Many of these projects are fast-paced and high-profile, providing an opportunity to work at the centre of a scheme's strategic decision-making Reviewing data to support member communication exercises or benefit changes Advising clients on data risks and supporting the development of scheme-level data strategies You'll collaborate closely with LCP's actuarial, administration and pension risk transfer teams, while also helping shape internal project methodologies and developing the next generation of tools and approaches. You will play a key role in delivering consulting advice by drafting technical commentary, identifying key findings, and presenting clear, accurate outputs that help clients make informed decisions What skills and experience are we looking for? We are seeking someone who has a excellent understanding of pensions data and is enthusiastic about working on dynamic and fast-paced projects. Other skills and experience we will be looking for will include. Pensions actuarial qualifications (a qualified actuary or you may have started the exams and decided not to finish) Demonstrable experience within a pensions actuarial consultancy, ideally with experience/exposure to pensions data projects Excellent Microsoft Office skills, particularly PowerPoint and Excel Able to navigate fast-paced, high-profile workstreams that support strategic scheme decision-making such as buy-in/out readiness or data-driven projects Track record of cross-functional collaboration with actuarial, administration, and pension risk transfer teams to deliver integrated project outcomes. Experience developing internal methodologies and innovative tools that enhance project efficiency and deliver added value to clients Excellent project management skills, with the ability to coordinate multiple workstreams, manage competing priorities, and ensure timely delivery within scope and budget What qualities and behaviours should you bring? Dedication to achieving client satisfaction, while also considering the requirements of the business Team player with the ability to build strong relationships and develop junior team members Capable of strategic thinking and suggesting solutions, while also recognising potential risks and issues What's in it for you? Take a look at our Glassdoor and Career stories pages to see why our people love being here! As well as joining a certified B-Corp, multi-award winning, fun, collaborative, people first organisation where your personal and professional skills will be developed to make you the best you can be, we offer an attractive benefits package designed to promote your overall wellbeing so that you are able to perform to your full potential both in and out of work. Currently our core benefits package includes: For you: Hybrid working (see top of the advert for details) Professional study support (where applicable) Access to our internal Wellbeing, LGBTQ+, Multicultural and Women's networks For your family: Life assurance Income protection Enhanced maternity/paternity/adoption and shared parental leave For your health: 26 days annual leave (pro-rata for part-time working) plus bank holidays (most of which can be taken flexibly!) with options to buy & sell holiday Private medical insurance Discounted gym memberships, critical illness and dental insurance through our flexible benefits Eye care vouchers Cycle to work scheme Digital GP services For your wealth: Competitive pension scheme Discretionary bonus scheme High street discounts Season ticket loans For others: Volunteering opportunities For the environment: Electric vehicle salary sacrifice scheme (qualifying period applies) And much more! We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. LCP is committed to making our opportunities accessible to all and would welcome you getting in touch to let us know if an adjustment can be made to help with your application. This may be extra time for assessments, pre-interview site visits, interview structure or questions, or asking us about building accessibility. Whatever it may be, please get in touch via our dedicated email address - email protected to discuss how we can support you with your application. Recruitment agencies LCP operates a Preferred Supplier List (PSL) for recruitment agencies which is reviewed annually. We do not accept unsolicited CVs or candidate profiles from agencies who are not part of our current PSL. LCP only pay agency fees where we have a signed agreement in place, and the agency has been instructed by a member of our recruitment team to supply CVs via the Applicant Tracking System (ATS) for a legitimate, open vacancy. If this process is not adhered to, LCP reserve the right to contact these candidates directly and have discussions with them without paying any agency fees. We do not pay agency fees when speculative and unsolicited CVs or candidate profiles are submitted to any employee or Partner at LCP.
May 11, 2026
Full time
Data Services Actuary (Associate Consultant/Consultant) Location - Edinburgh with hybrid working as per departmental requirements (currently a MINIMUM of 40% (2 days per week). Our Pensions Data Services team is rapidly expanding, as we increase our offering to clients, particularly in the de-risking space. The team work closely with experts in other areas of LCP's business and utilise our advanced technology to deliver solutions to our clients. To facilitate this growth, we are now seeking a candidate with a knowledge of Defined Benefit pensions for client facing, technical roles, to bolster our existing team. What will you be doing? You will be supporting a variety of strategic data projects that help pensions schemes better understand and manage their data. This will include: Supporting data readiness for endgame strategies, including buy-ins, buy-outs and member option exercises Working on large-scale benefit rectification projects such as GMP equalisation, GMP rectification and Barber window extensions Undertaking data cleanse projects for schemes, including benefit tranching and legacy scheme reconstruction. Many of these projects are fast-paced and high-profile, providing an opportunity to work at the centre of a scheme's strategic decision-making Reviewing data to support member communication exercises or benefit changes Advising clients on data risks and supporting the development of scheme-level data strategies You'll collaborate closely with LCP's actuarial, administration and pension risk transfer teams, while also helping shape internal project methodologies and developing the next generation of tools and approaches. You will play a key role in delivering consulting advice by drafting technical commentary, identifying key findings, and presenting clear, accurate outputs that help clients make informed decisions What skills and experience are we looking for? We are seeking someone who has a excellent understanding of pensions data and is enthusiastic about working on dynamic and fast-paced projects. Other skills and experience we will be looking for will include. Pensions actuarial qualifications (a qualified actuary or you may have started the exams and decided not to finish) Demonstrable experience within a pensions actuarial consultancy, ideally with experience/exposure to pensions data projects Excellent Microsoft Office skills, particularly PowerPoint and Excel Able to navigate fast-paced, high-profile workstreams that support strategic scheme decision-making such as buy-in/out readiness or data-driven projects Track record of cross-functional collaboration with actuarial, administration, and pension risk transfer teams to deliver integrated project outcomes. Experience developing internal methodologies and innovative tools that enhance project efficiency and deliver added value to clients Excellent project management skills, with the ability to coordinate multiple workstreams, manage competing priorities, and ensure timely delivery within scope and budget What qualities and behaviours should you bring? Dedication to achieving client satisfaction, while also considering the requirements of the business Team player with the ability to build strong relationships and develop junior team members Capable of strategic thinking and suggesting solutions, while also recognising potential risks and issues What's in it for you? Take a look at our Glassdoor and Career stories pages to see why our people love being here! As well as joining a certified B-Corp, multi-award winning, fun, collaborative, people first organisation where your personal and professional skills will be developed to make you the best you can be, we offer an attractive benefits package designed to promote your overall wellbeing so that you are able to perform to your full potential both in and out of work. Currently our core benefits package includes: For you: Hybrid working (see top of the advert for details) Professional study support (where applicable) Access to our internal Wellbeing, LGBTQ+, Multicultural and Women's networks For your family: Life assurance Income protection Enhanced maternity/paternity/adoption and shared parental leave For your health: 26 days annual leave (pro-rata for part-time working) plus bank holidays (most of which can be taken flexibly!) with options to buy & sell holiday Private medical insurance Discounted gym memberships, critical illness and dental insurance through our flexible benefits Eye care vouchers Cycle to work scheme Digital GP services For your wealth: Competitive pension scheme Discretionary bonus scheme High street discounts Season ticket loans For others: Volunteering opportunities For the environment: Electric vehicle salary sacrifice scheme (qualifying period applies) And much more! We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. LCP is committed to making our opportunities accessible to all and would welcome you getting in touch to let us know if an adjustment can be made to help with your application. This may be extra time for assessments, pre-interview site visits, interview structure or questions, or asking us about building accessibility. Whatever it may be, please get in touch via our dedicated email address - email protected to discuss how we can support you with your application. Recruitment agencies LCP operates a Preferred Supplier List (PSL) for recruitment agencies which is reviewed annually. We do not accept unsolicited CVs or candidate profiles from agencies who are not part of our current PSL. LCP only pay agency fees where we have a signed agreement in place, and the agency has been instructed by a member of our recruitment team to supply CVs via the Applicant Tracking System (ATS) for a legitimate, open vacancy. If this process is not adhered to, LCP reserve the right to contact these candidates directly and have discussions with them without paying any agency fees. We do not pay agency fees when speculative and unsolicited CVs or candidate profiles are submitted to any employee or Partner at LCP.
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations. Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings Respond confidently to client queries and provide ongoing servicing support Undertaking research to support client recommendations Including top level analysis for Private Clients Analysis of funds and suitability of rebalancing portfolios Charge comparison analysis Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations Preparation of pension, income drawdown and investment reviews Preparation of advice letters Preparation of cash flow models including Voyant modelling Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Project plan upcoming maturity of products - EIS/VCT/Bonds Supporting the development of a specific service standard for our Private Clients Collaboration & Support Work closely with two Senior Financial Planners Help deliver first class service to the client portfolio Contribute to process improvements and best practice within the team Desirable Skills High attention to detail Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Experience in writing complex and detailed reports for cases Articulate and able to produce detailed and accurate work Ability to multi-task and prioritise effectively IT skills including preferable knowledge of cash flow models High level of technical knowledge Used to dealing with high-net-worth clients Qualifications Must have Level 4 CII diploma financial planning Willing to achieve Chartered status You may have experience of the following: Senior Paraplanner, Technical Paraplanner, Technical Associate (Financial Planning), Senior Technical Associate, Senior Financial Planning Associate, Wealth Planning Paraplanner, Private Client Paraplanner, Chartered Paraplanner, HNW/UHNW Paraplanner, Senior Wealth Planning Analyst, Financial Planning Technician, Investment & Pensions Paraplanner, Senior Client Support Paraplanner, or Senior Financial Planning Specialist.REF-
May 08, 2026
Full time
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations. Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings Respond confidently to client queries and provide ongoing servicing support Undertaking research to support client recommendations Including top level analysis for Private Clients Analysis of funds and suitability of rebalancing portfolios Charge comparison analysis Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations Preparation of pension, income drawdown and investment reviews Preparation of advice letters Preparation of cash flow models including Voyant modelling Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Project plan upcoming maturity of products - EIS/VCT/Bonds Supporting the development of a specific service standard for our Private Clients Collaboration & Support Work closely with two Senior Financial Planners Help deliver first class service to the client portfolio Contribute to process improvements and best practice within the team Desirable Skills High attention to detail Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Experience in writing complex and detailed reports for cases Articulate and able to produce detailed and accurate work Ability to multi-task and prioritise effectively IT skills including preferable knowledge of cash flow models High level of technical knowledge Used to dealing with high-net-worth clients Qualifications Must have Level 4 CII diploma financial planning Willing to achieve Chartered status You may have experience of the following: Senior Paraplanner, Technical Paraplanner, Technical Associate (Financial Planning), Senior Technical Associate, Senior Financial Planning Associate, Wealth Planning Paraplanner, Private Client Paraplanner, Chartered Paraplanner, HNW/UHNW Paraplanner, Senior Wealth Planning Analyst, Financial Planning Technician, Investment & Pensions Paraplanner, Senior Client Support Paraplanner, or Senior Financial Planning Specialist.REF-
Private Client Solicitor Location: Leamington Spa Full-time Office-based I am currently working with a well-established and highly regarded law firm with a strong presence in Private Client law, who are looking to appoint an ambitious Private Client Solicitor to join their growing team. This is an excellent opportunity to join a firm known for its client-focused approach, high-quality work, and genuine investment in the development and progression of its people. You will play a key role in advising clients on a range of private client matters, including wealth management and estate planning, while also contributing to the continued growth of the department. This role would particularly suit someone who was hoping to step up this year and take on more responsibility - perhaps you ve just missed out on a promotion, or you re ready to be given more autonomy and recognition for your work. There is real scope here to take ownership, build your profile, and play a visible role in the team s success. The Role Manage your own caseload of private client matters in a timely and cost-effective manner while providing high-quality advice on wills, probate, estate planning and related matters. Build and maintain strong relationships with clients and referrers, and play a key role in business development this includes networking, leveraging local connections, and actively contributing to the growth of the department. You will be encouraged to develop your own client base, take ownership of relationships, and be commercially involved in shaping the team s success. You will also take financial responsibility for your matters, including billing and cash flow management, identify fee-earning opportunities, and support and mentor junior team members such as assistants and paralegals. Handle client enquiries across face-to-face, telephone and remote channels, ensure files are maintained accurately using case management systems, and stay up to date with legal developments within private client law. About You Qualified Solicitor with proven experience in Private Client law and strong technical knowledge across wills, probate and estate planning. Commercially aware with a genuine interest in business development and building client relationships, with the confidence to get involved in networking and growing a client base. Highly organised with strong attention to detail, confident working independently and as part of a team, and ideally with experience supporting or mentoring junior staff. What s on Offer Competitive salary and benefits package, option to buy or sell up to 3 days annual leave, additional leave over the Christmas period, your birthday off plus a birthday gift voucher, professional subscriptions paid, health cash plan, incentive schemes and referral bonuses, discounted legal fees, and regular team and office events. If you re a Private Client Solicitor looking for a step up in responsibility and the opportunity to play a more visible, commercially involved role within a supportive and growing team, I d be happy to share further details.
May 08, 2026
Full time
Private Client Solicitor Location: Leamington Spa Full-time Office-based I am currently working with a well-established and highly regarded law firm with a strong presence in Private Client law, who are looking to appoint an ambitious Private Client Solicitor to join their growing team. This is an excellent opportunity to join a firm known for its client-focused approach, high-quality work, and genuine investment in the development and progression of its people. You will play a key role in advising clients on a range of private client matters, including wealth management and estate planning, while also contributing to the continued growth of the department. This role would particularly suit someone who was hoping to step up this year and take on more responsibility - perhaps you ve just missed out on a promotion, or you re ready to be given more autonomy and recognition for your work. There is real scope here to take ownership, build your profile, and play a visible role in the team s success. The Role Manage your own caseload of private client matters in a timely and cost-effective manner while providing high-quality advice on wills, probate, estate planning and related matters. Build and maintain strong relationships with clients and referrers, and play a key role in business development this includes networking, leveraging local connections, and actively contributing to the growth of the department. You will be encouraged to develop your own client base, take ownership of relationships, and be commercially involved in shaping the team s success. You will also take financial responsibility for your matters, including billing and cash flow management, identify fee-earning opportunities, and support and mentor junior team members such as assistants and paralegals. Handle client enquiries across face-to-face, telephone and remote channels, ensure files are maintained accurately using case management systems, and stay up to date with legal developments within private client law. About You Qualified Solicitor with proven experience in Private Client law and strong technical knowledge across wills, probate and estate planning. Commercially aware with a genuine interest in business development and building client relationships, with the confidence to get involved in networking and growing a client base. Highly organised with strong attention to detail, confident working independently and as part of a team, and ideally with experience supporting or mentoring junior staff. What s on Offer Competitive salary and benefits package, option to buy or sell up to 3 days annual leave, additional leave over the Christmas period, your birthday off plus a birthday gift voucher, professional subscriptions paid, health cash plan, incentive schemes and referral bonuses, discounted legal fees, and regular team and office events. If you re a Private Client Solicitor looking for a step up in responsibility and the opportunity to play a more visible, commercially involved role within a supportive and growing team, I d be happy to share further details.
The role of Private Banking Manager in the financial services industry involves managing a portfolio of high-net-worth clients, providing tailored banking and financial solutions to meet their needs. Based in Winchester, this permanent position focuses on delivering exceptional customer service while growing and maintaining strong client relationships. Client Details This opportunity is with a well-established organisation within the financial services and banking industry. As a professional entity with a strong emphasis on client satisfaction, the company is known for its commitment to delivering personalised banking solutions. The organisation operates as part of a medium-sized enterprise with a reputable presence in its sector based on excellent customer relationships. Description The Private Banking Manager will have a strong focus on lending (mortgages), wealth and deposit growth, and managing all aspects of the customer relationship within the portfolio, including including preparation of credit applications and ensuring our clients have full knowledge of the Bank's services. Manage and grow a portfolio of high-net-worth clients, ensuring their financial needs are met with tailored solutions. Provide expert advice on a range of private banking products and services, including lending and investment opportunities. Develop and maintain long-term relationships with clients, ensuring a high level of satisfaction and trust. Proactively identify opportunities to grow the portfolio through networking and referrals. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. Monitor and manage financial risks associated with client portfolios. Stay updated with industry regulations and ensure compliance with all relevant policies and procedures. Prepare detailed client reports and maintain accurate records of interactions and transactions. Profile A successful Private Banking Manager should have: Proven expertise in private banking, wealth management, or a related field within financial services. Proven experience of managing a customer portfolio, largely of professionals, business owners and high net worth individuals, ideally within a relationship-focused banking model, brokerage, independent financial advisory (IFA) or similar financial background. Familiarity with local market dynamics, professionals, existing broker networks A strong understanding of banking and financial products, including lending and investments. Experince of writing credit proposals and assessing credit worthiness Exceptional relationship management and interpersonal skills. Strong analytical and problem-solving abilities to provide tailored solutions to clients. Excellent communication and presentation skills. A client-focused approach with a commitment to delivering high-quality service. Professional qualifications in finance or banking are desirable. Job Offer Competitive salary 15% non contributory pension Generous annual holiday offering Profit share scheme Opportunities for professional growth within the financial services industry. Work in a supportive and professional environment in Winchester. Permanent role offering job security and career progression. If you are looking to advance your career as a Private Banking Manager in Winchester, we encourage you to apply and seize this rewarding opportunity today!
May 08, 2026
Full time
The role of Private Banking Manager in the financial services industry involves managing a portfolio of high-net-worth clients, providing tailored banking and financial solutions to meet their needs. Based in Winchester, this permanent position focuses on delivering exceptional customer service while growing and maintaining strong client relationships. Client Details This opportunity is with a well-established organisation within the financial services and banking industry. As a professional entity with a strong emphasis on client satisfaction, the company is known for its commitment to delivering personalised banking solutions. The organisation operates as part of a medium-sized enterprise with a reputable presence in its sector based on excellent customer relationships. Description The Private Banking Manager will have a strong focus on lending (mortgages), wealth and deposit growth, and managing all aspects of the customer relationship within the portfolio, including including preparation of credit applications and ensuring our clients have full knowledge of the Bank's services. Manage and grow a portfolio of high-net-worth clients, ensuring their financial needs are met with tailored solutions. Provide expert advice on a range of private banking products and services, including lending and investment opportunities. Develop and maintain long-term relationships with clients, ensuring a high level of satisfaction and trust. Proactively identify opportunities to grow the portfolio through networking and referrals. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. Monitor and manage financial risks associated with client portfolios. Stay updated with industry regulations and ensure compliance with all relevant policies and procedures. Prepare detailed client reports and maintain accurate records of interactions and transactions. Profile A successful Private Banking Manager should have: Proven expertise in private banking, wealth management, or a related field within financial services. Proven experience of managing a customer portfolio, largely of professionals, business owners and high net worth individuals, ideally within a relationship-focused banking model, brokerage, independent financial advisory (IFA) or similar financial background. Familiarity with local market dynamics, professionals, existing broker networks A strong understanding of banking and financial products, including lending and investments. Experince of writing credit proposals and assessing credit worthiness Exceptional relationship management and interpersonal skills. Strong analytical and problem-solving abilities to provide tailored solutions to clients. Excellent communication and presentation skills. A client-focused approach with a commitment to delivering high-quality service. Professional qualifications in finance or banking are desirable. Job Offer Competitive salary 15% non contributory pension Generous annual holiday offering Profit share scheme Opportunities for professional growth within the financial services industry. Work in a supportive and professional environment in Winchester. Permanent role offering job security and career progression. If you are looking to advance your career as a Private Banking Manager in Winchester, we encourage you to apply and seize this rewarding opportunity today!
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. We'll broaden your horizons We're a Corporate Tax Team working across many sectors including TMT, Lifesciences, Manufacturing and Science with a diverse and interesting range of clients - from entrepreneurial start-ups to large, global FTSE 100 companies. We are a fast-growing and high-performing team and, for you, it's the chance to lead the delivery of advisory work and building and running a portfolio of clients. Your potential will grow too, with plenty of opportunities to learn new skills or further enhance your current ones. Along the way, we'll give you all the client-facing exposure, support and connections you need to take your career in whichever direction you want it to go, with the scope for the right business to grow their career with BDO. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the delivery of multiteam projects, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to Private Equity backed, private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively and confident collaborating with others, communicating regularly with Director and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to think and operate strategically to grow your portfolio and leadership skills for the benefit of your career and the Firm. We are looking for someone with; Strong understanding of and previous experience of managing a portfolio of corporate tax clients providing advisory and compliance services. The skill of managing the successful delivery of commercially viable and technically excellent advice to a variety of clients. The ability to build and manage strong relationships with clients and other stakeholders Experience of actively seeking and winning opportunities for selling new services to new and existing clients, and a desire to build upon this by working with the partner group to build the portfolio. Experience of managing people. CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Apr 30, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons We're a Corporate Tax Team working across many sectors including TMT, Lifesciences, Manufacturing and Science with a diverse and interesting range of clients - from entrepreneurial start-ups to large, global FTSE 100 companies. We are a fast-growing and high-performing team and, for you, it's the chance to lead the delivery of advisory work and building and running a portfolio of clients. Your potential will grow too, with plenty of opportunities to learn new skills or further enhance your current ones. Along the way, we'll give you all the client-facing exposure, support and connections you need to take your career in whichever direction you want it to go, with the scope for the right business to grow their career with BDO. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the delivery of multiteam projects, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to Private Equity backed, private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively and confident collaborating with others, communicating regularly with Director and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to think and operate strategically to grow your portfolio and leadership skills for the benefit of your career and the Firm. We are looking for someone with; Strong understanding of and previous experience of managing a portfolio of corporate tax clients providing advisory and compliance services. The skill of managing the successful delivery of commercially viable and technically excellent advice to a variety of clients. The ability to build and manage strong relationships with clients and other stakeholders Experience of actively seeking and winning opportunities for selling new services to new and existing clients, and a desire to build upon this by working with the partner group to build the portfolio. Experience of managing people. CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Private Client Associate / Senior Associate - Exeter Salary: Up to 85,000 Hybrid: 2 days a week in the office Looking for the quality of city work, but without the city lifestyle? This role offers the best of both worlds. We're working with an international law firm that's known for its collaborative culture and forward-thinking approach. You'll be part of a global network but what makes this firm stand out is that high-value, complex work isn't gatekept in London. Instead, their teams work seamlessly across locations, meaning Exeter lawyers enjoy exposure to the same top-tier work as their city counterparts. The Opportunity: This is a chance to join a thriving private client team in Exeter, advising on a wide range of matters from wills, trusts, estate planning, and probate, through to powers of attorney, Court of Protection issues and international estate structuring. You'll be part of a growing department that works closely with colleagues across the firm, giving you genuine variety and the chance to build deep expertise in cross-border and tax-efficient planning. The Exeter office itself has been at the heart of the region's legal community for 40 years. With over 150 staff locally and a strong partner presence, you'll benefit from both the resources of a global firm and the close-knit feel of a regional office. What We Are Looking For: Qualified Associate or Senior Associate Lawyer with 5+ years' PQE in private client work Experienced across wills, trusts, probate, tax planning, Court of Protection matters and estate administration, with exposure to international elements STEP qualified (or working towards it) is highly desirable A strong communicator with a client-first approach Someone who thrives in a collaborative, team-oriented environment What Is in It for You? Competitive salary (depending on experience) and a discretionary bonus Hybrid working - only two days a week in the office 25 days' holiday + bank holidays, with options to buy or sell leave , plus enhanced family-friendly support (maternity, paternity, adoption, etc.) Private medical insurance (from 6 months), plus dental and health cash plans , income protection, employee assistance and life assurance A culture of investment in you - annual development plans, training budgets, and clear routes for progression City-quality work on a national and international scale, with the lifestyle benefits of living in Devon Perks like cycle-to-work, mortgage services, will writing, and a flexible benefits portal to tailor your rewards A genuinely supportive culture that values individuality, inclusion and wellbeing The chance to work on multi-jurisdictional matters through the firm's international offices and global network Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
Oct 06, 2025
Full time
Private Client Associate / Senior Associate - Exeter Salary: Up to 85,000 Hybrid: 2 days a week in the office Looking for the quality of city work, but without the city lifestyle? This role offers the best of both worlds. We're working with an international law firm that's known for its collaborative culture and forward-thinking approach. You'll be part of a global network but what makes this firm stand out is that high-value, complex work isn't gatekept in London. Instead, their teams work seamlessly across locations, meaning Exeter lawyers enjoy exposure to the same top-tier work as their city counterparts. The Opportunity: This is a chance to join a thriving private client team in Exeter, advising on a wide range of matters from wills, trusts, estate planning, and probate, through to powers of attorney, Court of Protection issues and international estate structuring. You'll be part of a growing department that works closely with colleagues across the firm, giving you genuine variety and the chance to build deep expertise in cross-border and tax-efficient planning. The Exeter office itself has been at the heart of the region's legal community for 40 years. With over 150 staff locally and a strong partner presence, you'll benefit from both the resources of a global firm and the close-knit feel of a regional office. What We Are Looking For: Qualified Associate or Senior Associate Lawyer with 5+ years' PQE in private client work Experienced across wills, trusts, probate, tax planning, Court of Protection matters and estate administration, with exposure to international elements STEP qualified (or working towards it) is highly desirable A strong communicator with a client-first approach Someone who thrives in a collaborative, team-oriented environment What Is in It for You? Competitive salary (depending on experience) and a discretionary bonus Hybrid working - only two days a week in the office 25 days' holiday + bank holidays, with options to buy or sell leave , plus enhanced family-friendly support (maternity, paternity, adoption, etc.) Private medical insurance (from 6 months), plus dental and health cash plans , income protection, employee assistance and life assurance A culture of investment in you - annual development plans, training budgets, and clear routes for progression City-quality work on a national and international scale, with the lifestyle benefits of living in Devon Perks like cycle-to-work, mortgage services, will writing, and a flexible benefits portal to tailor your rewards A genuinely supportive culture that values individuality, inclusion and wellbeing The chance to work on multi-jurisdictional matters through the firm's international offices and global network Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
About the Firm An award-winning, forward-thinking law firm built on trust, expertise, and innovation. Known for delivering first-class legal services through a modern, jargon-free approach, the firm operates with strong core values: Community , Approachability , Excellence , and Integrity click apply for full job details
Sep 28, 2025
Full time
About the Firm An award-winning, forward-thinking law firm built on trust, expertise, and innovation. Known for delivering first-class legal services through a modern, jargon-free approach, the firm operates with strong core values: Community , Approachability , Excellence , and Integrity click apply for full job details
Want to Help Lead the Future of Private Client ? Ready to scale your career (and earnings) faster whilst shaping the next chapter of high-net-worth private client services? We don't just protect wealth - we help our clients build lasting legacies. We're looking for a visionary Senior Private Client Solicitor to join our dynamic HNW team, delivering exceptional, personal service to some of the UK's most discerning individuals and families. If you're passionate about combining technical excellence with a fresh, modern approach to client care, we want to hear from you. Why us? We know the challenges that face most Solicitors in-practice which is why we transformed the outdated model of legal services by putting ownership in the hands of those who deliver them. Every case, every client and every decision is powered by people who are personally invested in long-term success. As one of the first legal firms in the UK to become employee owned you will be part of this exclusive club and literally own this success. No having to wait around for the 'Financial Freedom Day', that may never come. From day one you will be: • Empowered (everyone really does have a voice) • Valued • Challenged by high-quality work for HNW clients • Set-off at the right pace • Nurtured and developed • Accelerated (faster career progression) • Paid what you are worth, faster than you can in your current gig Ready to LOVE work again? Ready to be supported by a team? Ready to 'own' part of the practice (with NO buy-in)? Ready to grow without barriers? Ready to work with an incredible eclectic mix of HNW / UHNW clients? Ready to join a hand-built invested team who win and succeed together? Ready to become a Hedgeholder? If you are looking for a better deal, better work-life balance and no limits we'd love to talk. Put the kettle on, grab a drink and let's have an informal 15 min chat to see where we can both take this . About us: We may have a 235-year heritage, but that doesn't mean we're a stale, dull and oppressive law firm like so many others. No chance. Whilst we love and embrace our heritage and history, we've evolved this firm with the times to become a truly 21st century business: making it our job to innovate, excite, and ensure that when future generations look at our pictures lining the wall, not only can they see what a terrific, friendly bunch we are, BUT that we were also the 'dream team', the mavericks, the leaders in the field, the game-changers: those who kept moving us forward and relevant, making it one of the most beautifully different law firms of its time. Word on the street: "City Firm Quality exported to Oxfordshire and The Cotswolds". We were only the fifth employee-owned law firm in the UK and you will have a share in the business' success from day one. There's no 'buy-in' and no liability with our innovative trust shareholder structure. It's really special and means the world to our employees. The Role at a Glance: Senior Private Client Solicitor Office / Field / Remote Based (you choose) Up to £120,000 Base Salary DOE + Individual & Team Performance Bonus (tell us what you want to earn) Plus Company Profit Share & Extensive Benefits in Company EV Vehicle Plus career pathway to Associate Director. Reporting to Directors Flexible Location - ideally within 60-90 mins from Oxford, Wallingford, Chipping Norton Product / Service: Highly-Respected Private Client Law Practice for High Net Worth Individuals Clients: Interesting, creative, affluent and uber-successful HNW Culture: Inspiring working environment with people-focused culture Structure: Limited company. Part Employee Owned (1 of only 35 such law firms in the country) Team Size: 50 awesome Hedgeholders Your Skills: Best-in-class Inheritance and succession planning advice. Drafting complex Wills. Creation and administration of Trusts. Court of Protection. Support and training. Excellent communication - a real people person. Outstanding client assistance and advisory skills. Leadership skills. About You: + Qualified Solicitor with significant Private Wealth experience with leadership experience (to help nurture & mentor junior members) or the ability to move into a leadership role + Able to deliver high quality legal services with outstanding client care + Extremely organised and possess great time management skills + Warm + Personable + Always seeking continued learning and self-development + Excellent IT skills and have strong desire to learn new ways of working + Positive, optimistic, hardworking and possess a can-do attitude + Able to embrace team working and have a keenness to help colleagues + Professional in appearance + STEP qualification would be highly desirable (which we would support if required) Benefits: + 25/28 days annual leave plus statutory holidays dependent on position + Life Insurance + Flu Vouchers + Company pension + Profit sharing (Employee Ownership) + Salary Sacrifice + Paperless Technology: to make your life easier + Coaching and Personal Development + Culture: Inspiring working environment with people-focused culture + High Pedigree Team Ready to make the move of your career? This isn't just another legal role - it's your chance to help redefine Private Wealth services and take real ownership of your success. You'll find a high-performing, people-first culture, exciting HNW client work, and a seat at the table from day one. If you're ambitious, values-led, and want to grow faster with fewer limits - we want to hear from you.
Sep 25, 2025
Full time
Want to Help Lead the Future of Private Client ? Ready to scale your career (and earnings) faster whilst shaping the next chapter of high-net-worth private client services? We don't just protect wealth - we help our clients build lasting legacies. We're looking for a visionary Senior Private Client Solicitor to join our dynamic HNW team, delivering exceptional, personal service to some of the UK's most discerning individuals and families. If you're passionate about combining technical excellence with a fresh, modern approach to client care, we want to hear from you. Why us? We know the challenges that face most Solicitors in-practice which is why we transformed the outdated model of legal services by putting ownership in the hands of those who deliver them. Every case, every client and every decision is powered by people who are personally invested in long-term success. As one of the first legal firms in the UK to become employee owned you will be part of this exclusive club and literally own this success. No having to wait around for the 'Financial Freedom Day', that may never come. From day one you will be: • Empowered (everyone really does have a voice) • Valued • Challenged by high-quality work for HNW clients • Set-off at the right pace • Nurtured and developed • Accelerated (faster career progression) • Paid what you are worth, faster than you can in your current gig Ready to LOVE work again? Ready to be supported by a team? Ready to 'own' part of the practice (with NO buy-in)? Ready to grow without barriers? Ready to work with an incredible eclectic mix of HNW / UHNW clients? Ready to join a hand-built invested team who win and succeed together? Ready to become a Hedgeholder? If you are looking for a better deal, better work-life balance and no limits we'd love to talk. Put the kettle on, grab a drink and let's have an informal 15 min chat to see where we can both take this . About us: We may have a 235-year heritage, but that doesn't mean we're a stale, dull and oppressive law firm like so many others. No chance. Whilst we love and embrace our heritage and history, we've evolved this firm with the times to become a truly 21st century business: making it our job to innovate, excite, and ensure that when future generations look at our pictures lining the wall, not only can they see what a terrific, friendly bunch we are, BUT that we were also the 'dream team', the mavericks, the leaders in the field, the game-changers: those who kept moving us forward and relevant, making it one of the most beautifully different law firms of its time. Word on the street: "City Firm Quality exported to Oxfordshire and The Cotswolds". We were only the fifth employee-owned law firm in the UK and you will have a share in the business' success from day one. There's no 'buy-in' and no liability with our innovative trust shareholder structure. It's really special and means the world to our employees. The Role at a Glance: Senior Private Client Solicitor Office / Field / Remote Based (you choose) Up to £120,000 Base Salary DOE + Individual & Team Performance Bonus (tell us what you want to earn) Plus Company Profit Share & Extensive Benefits in Company EV Vehicle Plus career pathway to Associate Director. Reporting to Directors Flexible Location - ideally within 60-90 mins from Oxford, Wallingford, Chipping Norton Product / Service: Highly-Respected Private Client Law Practice for High Net Worth Individuals Clients: Interesting, creative, affluent and uber-successful HNW Culture: Inspiring working environment with people-focused culture Structure: Limited company. Part Employee Owned (1 of only 35 such law firms in the country) Team Size: 50 awesome Hedgeholders Your Skills: Best-in-class Inheritance and succession planning advice. Drafting complex Wills. Creation and administration of Trusts. Court of Protection. Support and training. Excellent communication - a real people person. Outstanding client assistance and advisory skills. Leadership skills. About You: + Qualified Solicitor with significant Private Wealth experience with leadership experience (to help nurture & mentor junior members) or the ability to move into a leadership role + Able to deliver high quality legal services with outstanding client care + Extremely organised and possess great time management skills + Warm + Personable + Always seeking continued learning and self-development + Excellent IT skills and have strong desire to learn new ways of working + Positive, optimistic, hardworking and possess a can-do attitude + Able to embrace team working and have a keenness to help colleagues + Professional in appearance + STEP qualification would be highly desirable (which we would support if required) Benefits: + 25/28 days annual leave plus statutory holidays dependent on position + Life Insurance + Flu Vouchers + Company pension + Profit sharing (Employee Ownership) + Salary Sacrifice + Paperless Technology: to make your life easier + Coaching and Personal Development + Culture: Inspiring working environment with people-focused culture + High Pedigree Team Ready to make the move of your career? This isn't just another legal role - it's your chance to help redefine Private Wealth services and take real ownership of your success. You'll find a high-performing, people-first culture, exciting HNW client work, and a seat at the table from day one. If you're ambitious, values-led, and want to grow faster with fewer limits - we want to hear from you.
Want to Help Lead the Future of Private Client ? Ready to scale your career (and earnings) faster whilst shaping the next chapter of high-net-worth private client services? We don't just protect wealth - we help our clients build lasting legacies. We're looking for a visionary Senior Private Client Solicitor to join our dynamic HNW team, delivering exceptional, personal service to some of the UK's most discerning individuals and families. If you're passionate about combining technical excellence with a fresh, modern approach to client care, we want to hear from you. Why us? We know the challenges that face most Solicitors in-practice which is why we transformed the outdated model of legal services by putting ownership in the hands of those who deliver them. Every case, every client and every decision is powered by people who are personally invested in long-term success. As one of the first legal firms in the UK to become employee owned you will be part of this exclusive club and literally own this success. No having to wait around for the 'Financial Freedom Day', that may never come. From day one you will be: • Empowered (everyone really does have a voice) • Valued • Challenged by high-quality work for HNW clients • Set-off at the right pace • Nurtured and developed • Accelerated (faster career progression) • Paid what you are worth, faster than you can in your current gig Ready to LOVE work again? Ready to be supported by a team? Ready to 'own' part of the practice (with NO buy-in)? Ready to grow without barriers? Ready to work with an incredible eclectic mix of HNW / UHNW clients? Ready to join a hand-built invested team who win and succeed together? Ready to become a Hedgeholder? If you are looking for a better deal, better work-life balance and no limits we'd love to talk. Put the kettle on, grab a drink and let's have an informal 15 min chat to see where we can both take this . About us: We may have a 235-year heritage, but that doesn't mean we're a stale, dull and oppressive law firm like so many others. No chance. Whilst we love and embrace our heritage and history, we've evolved this firm with the times to become a truly 21st century business: making it our job to innovate, excite, and ensure that when future generations look at our pictures lining the wall, not only can they see what a terrific, friendly bunch we are, BUT that we were also the 'dream team', the mavericks, the leaders in the field, the game-changers: those who kept moving us forward and relevant, making it one of the most beautifully different law firms of its time. Word on the street: "City Firm Quality exported to Oxfordshire and The Cotswolds". We were only the fifth employee-owned law firm in the UK and you will have a share in the business' success from day one. There's no 'buy-in' and no liability with our innovative trust shareholder structure. It's really special and means the world to our employees. The Role at a Glance: Senior Private Client Solicitor Office / Field / Remote Based (you choose) Up to £120,000 Base Salary DOE + Individual & Team Performance Bonus (tell us what you want to earn) Plus Company Profit Share & Extensive Benefits in Company EV Vehicle Plus career pathway to Associate Director. Reporting to Directors Flexible Location - ideally within 60-90 mins from Oxford, Wallingford, Chipping Norton Product / Service: Highly-Respected Private Client Law Practice for High Net Worth Individuals Clients: Interesting, creative, affluent and uber-successful HNW Culture: Inspiring working environment with people-focused culture Structure: Limited company. Part Employee Owned (1 of only 35 such law firms in the country) Team Size: 50 awesome Hedgeholders Your Skills: Best-in-class Inheritance and succession planning advice. Drafting complex Wills. Creation and administration of Trusts. Court of Protection. Support and training. Excellent communication - a real people person. Outstanding client assistance and advisory skills. Leadership skills. About You: + Qualified Solicitor with significant Private Wealth experience with leadership experience (to help nurture & mentor junior members) or the ability to move into a leadership role + Able to deliver high quality legal services with outstanding client care + Extremely organised and possess great time management skills + Warm + Personable + Always seeking continued learning and self-development + Excellent IT skills and have strong desire to learn new ways of working + Positive, optimistic, hardworking and possess a can-do attitude + Able to embrace team working and have a keenness to help colleagues + Professional in appearance + STEP qualification would be highly desirable (which we would support if required) Benefits: + 25/28 days annual leave plus statutory holidays dependent on position + Life Insurance + Flu Vouchers + Company pension + Profit sharing (Employee Ownership) + Salary Sacrifice + Paperless Technology: to make your life easier + Coaching and Personal Development + Culture: Inspiring working environment with people-focused culture + High Pedigree Team Ready to make the move of your career? This isn't just another legal role - it's your chance to help redefine Private Wealth services and take real ownership of your success. You'll find a high-performing, people-first culture, exciting HNW client work, and a seat at the table from day one. If you're ambitious, values-led, and want to grow faster with fewer limits - we want to hear from you.
Sep 25, 2025
Full time
Want to Help Lead the Future of Private Client ? Ready to scale your career (and earnings) faster whilst shaping the next chapter of high-net-worth private client services? We don't just protect wealth - we help our clients build lasting legacies. We're looking for a visionary Senior Private Client Solicitor to join our dynamic HNW team, delivering exceptional, personal service to some of the UK's most discerning individuals and families. If you're passionate about combining technical excellence with a fresh, modern approach to client care, we want to hear from you. Why us? We know the challenges that face most Solicitors in-practice which is why we transformed the outdated model of legal services by putting ownership in the hands of those who deliver them. Every case, every client and every decision is powered by people who are personally invested in long-term success. As one of the first legal firms in the UK to become employee owned you will be part of this exclusive club and literally own this success. No having to wait around for the 'Financial Freedom Day', that may never come. From day one you will be: • Empowered (everyone really does have a voice) • Valued • Challenged by high-quality work for HNW clients • Set-off at the right pace • Nurtured and developed • Accelerated (faster career progression) • Paid what you are worth, faster than you can in your current gig Ready to LOVE work again? Ready to be supported by a team? Ready to 'own' part of the practice (with NO buy-in)? Ready to grow without barriers? Ready to work with an incredible eclectic mix of HNW / UHNW clients? Ready to join a hand-built invested team who win and succeed together? Ready to become a Hedgeholder? If you are looking for a better deal, better work-life balance and no limits we'd love to talk. Put the kettle on, grab a drink and let's have an informal 15 min chat to see where we can both take this . About us: We may have a 235-year heritage, but that doesn't mean we're a stale, dull and oppressive law firm like so many others. No chance. Whilst we love and embrace our heritage and history, we've evolved this firm with the times to become a truly 21st century business: making it our job to innovate, excite, and ensure that when future generations look at our pictures lining the wall, not only can they see what a terrific, friendly bunch we are, BUT that we were also the 'dream team', the mavericks, the leaders in the field, the game-changers: those who kept moving us forward and relevant, making it one of the most beautifully different law firms of its time. Word on the street: "City Firm Quality exported to Oxfordshire and The Cotswolds". We were only the fifth employee-owned law firm in the UK and you will have a share in the business' success from day one. There's no 'buy-in' and no liability with our innovative trust shareholder structure. It's really special and means the world to our employees. The Role at a Glance: Senior Private Client Solicitor Office / Field / Remote Based (you choose) Up to £120,000 Base Salary DOE + Individual & Team Performance Bonus (tell us what you want to earn) Plus Company Profit Share & Extensive Benefits in Company EV Vehicle Plus career pathway to Associate Director. Reporting to Directors Flexible Location - ideally within 60-90 mins from Oxford, Wallingford, Chipping Norton Product / Service: Highly-Respected Private Client Law Practice for High Net Worth Individuals Clients: Interesting, creative, affluent and uber-successful HNW Culture: Inspiring working environment with people-focused culture Structure: Limited company. Part Employee Owned (1 of only 35 such law firms in the country) Team Size: 50 awesome Hedgeholders Your Skills: Best-in-class Inheritance and succession planning advice. Drafting complex Wills. Creation and administration of Trusts. Court of Protection. Support and training. Excellent communication - a real people person. Outstanding client assistance and advisory skills. Leadership skills. About You: + Qualified Solicitor with significant Private Wealth experience with leadership experience (to help nurture & mentor junior members) or the ability to move into a leadership role + Able to deliver high quality legal services with outstanding client care + Extremely organised and possess great time management skills + Warm + Personable + Always seeking continued learning and self-development + Excellent IT skills and have strong desire to learn new ways of working + Positive, optimistic, hardworking and possess a can-do attitude + Able to embrace team working and have a keenness to help colleagues + Professional in appearance + STEP qualification would be highly desirable (which we would support if required) Benefits: + 25/28 days annual leave plus statutory holidays dependent on position + Life Insurance + Flu Vouchers + Company pension + Profit sharing (Employee Ownership) + Salary Sacrifice + Paperless Technology: to make your life easier + Coaching and Personal Development + Culture: Inspiring working environment with people-focused culture + High Pedigree Team Ready to make the move of your career? This isn't just another legal role - it's your chance to help redefine Private Wealth services and take real ownership of your success. You'll find a high-performing, people-first culture, exciting HNW client work, and a seat at the table from day one. If you're ambitious, values-led, and want to grow faster with fewer limits - we want to hear from you.
Want to Help Lead the Future of Private Client ? Ready to scale your career (and earnings) faster whilst shaping the next chapter of high-net-worth private client services? We don't just protect wealth - we help our clients build lasting legacies. We're looking for a visionary Senior Private Client Solicitor to join our dynamic HNW team, delivering exceptional, personal service to some of the UK's most discerning individuals and families. If you're passionate about combining technical excellence with a fresh, modern approach to client care, we want to hear from you. Why us? We know the challenges that face most Solicitors in-practice which is why we transformed the outdated model of legal services by putting ownership in the hands of those who deliver them. Every case, every client and every decision is powered by people who are personally invested in long-term success. As one of the first legal firms in the UK to become employee owned you will be part of this exclusive club and literally own this success. No having to wait around for the 'Financial Freedom Day', that may never come. From day one you will be: • Empowered (everyone really does have a voice) • Valued • Challenged by high-quality work for HNW clients • Set-off at the right pace • Nurtured and developed • Accelerated (faster career progression) • Paid what you are worth, faster than you can in your current gig Ready to LOVE work again? Ready to be supported by a team? Ready to 'own' part of the practice (with NO buy-in)? Ready to grow without barriers? Ready to work with an incredible eclectic mix of HNW / UHNW clients? Ready to join a hand-built invested team who win and succeed together? Ready to become a Hedgeholder? If you are looking for a better deal, better work-life balance and no limits we'd love to talk. Put the kettle on, grab a drink and let's have an informal 15 min chat to see where we can both take this . About us: We may have a 235-year heritage, but that doesn't mean we're a stale, dull and oppressive law firm like so many others. No chance. Whilst we love and embrace our heritage and history, we've evolved this firm with the times to become a truly 21st century business: making it our job to innovate, excite, and ensure that when future generations look at our pictures lining the wall, not only can they see what a terrific, friendly bunch we are, BUT that we were also the 'dream team', the mavericks, the leaders in the field, the game-changers: those who kept moving us forward and relevant, making it one of the most beautifully different law firms of its time. Word on the street: "City Firm Quality exported to Oxfordshire and The Cotswolds". We were only the fifth employee-owned law firm in the UK and you will have a share in the business' success from day one. There's no 'buy-in' and no liability with our innovative trust shareholder structure. It's really special and means the world to our employees. The Role at a Glance: Senior Private Client Solicitor Office / Field / Remote Based (you choose) Up to £120,000 Base Salary DOE + Individual & Team Performance Bonus (tell us what you want to earn) Plus Company Profit Share & Extensive Benefits in Company EV Vehicle Plus career pathway to Associate Director. Reporting to Directors Flexible Location - ideally within 60-90 mins from Oxford, Wallingford, Chipping Norton Product / Service: Highly-Respected Private Client Law Practice for High Net Worth Individuals Clients: Interesting, creative, affluent and uber-successful HNW Culture: Inspiring working environment with people-focused culture Structure: Limited company. Part Employee Owned (1 of only 35 such law firms in the country) Team Size: 50 awesome Hedgeholders Your Skills: Best-in-class Inheritance and succession planning advice. Drafting complex Wills. Creation and administration of Trusts. Court of Protection. Support and training. Excellent communication - a real people person. Outstanding client assistance and advisory skills. Leadership skills. About You: + Qualified Solicitor with significant Private Wealth experience with leadership experience (to help nurture & mentor junior members) or the ability to move into a leadership role + Able to deliver high quality legal services with outstanding client care + Extremely organised and possess great time management skills + Warm + Personable + Always seeking continued learning and self-development + Excellent IT skills and have strong desire to learn new ways of working + Positive, optimistic, hardworking and possess a can-do attitude + Able to embrace team working and have a keenness to help colleagues + Professional in appearance + STEP qualification would be highly desirable (which we would support if required) Benefits: + 25/28 days annual leave plus statutory holidays dependent on position + Life Insurance + Flu Vouchers + Company pension + Profit sharing (Employee Ownership) + Salary Sacrifice + Paperless Technology: to make your life easier + Coaching and Personal Development + Culture: Inspiring working environment with people-focused culture + High Pedigree Team Ready to make the move of your career? This isn't just another legal role - it's your chance to help redefine Private Wealth services and take real ownership of your success. You'll find a high-performing, people-first culture, exciting HNW client work, and a seat at the table from day one. If you're ambitious, values-led, and want to grow faster with fewer limits - we want to hear from you.
Sep 25, 2025
Full time
Want to Help Lead the Future of Private Client ? Ready to scale your career (and earnings) faster whilst shaping the next chapter of high-net-worth private client services? We don't just protect wealth - we help our clients build lasting legacies. We're looking for a visionary Senior Private Client Solicitor to join our dynamic HNW team, delivering exceptional, personal service to some of the UK's most discerning individuals and families. If you're passionate about combining technical excellence with a fresh, modern approach to client care, we want to hear from you. Why us? We know the challenges that face most Solicitors in-practice which is why we transformed the outdated model of legal services by putting ownership in the hands of those who deliver them. Every case, every client and every decision is powered by people who are personally invested in long-term success. As one of the first legal firms in the UK to become employee owned you will be part of this exclusive club and literally own this success. No having to wait around for the 'Financial Freedom Day', that may never come. From day one you will be: • Empowered (everyone really does have a voice) • Valued • Challenged by high-quality work for HNW clients • Set-off at the right pace • Nurtured and developed • Accelerated (faster career progression) • Paid what you are worth, faster than you can in your current gig Ready to LOVE work again? Ready to be supported by a team? Ready to 'own' part of the practice (with NO buy-in)? Ready to grow without barriers? Ready to work with an incredible eclectic mix of HNW / UHNW clients? Ready to join a hand-built invested team who win and succeed together? Ready to become a Hedgeholder? If you are looking for a better deal, better work-life balance and no limits we'd love to talk. Put the kettle on, grab a drink and let's have an informal 15 min chat to see where we can both take this . About us: We may have a 235-year heritage, but that doesn't mean we're a stale, dull and oppressive law firm like so many others. No chance. Whilst we love and embrace our heritage and history, we've evolved this firm with the times to become a truly 21st century business: making it our job to innovate, excite, and ensure that when future generations look at our pictures lining the wall, not only can they see what a terrific, friendly bunch we are, BUT that we were also the 'dream team', the mavericks, the leaders in the field, the game-changers: those who kept moving us forward and relevant, making it one of the most beautifully different law firms of its time. Word on the street: "City Firm Quality exported to Oxfordshire and The Cotswolds". We were only the fifth employee-owned law firm in the UK and you will have a share in the business' success from day one. There's no 'buy-in' and no liability with our innovative trust shareholder structure. It's really special and means the world to our employees. The Role at a Glance: Senior Private Client Solicitor Office / Field / Remote Based (you choose) Up to £120,000 Base Salary DOE + Individual & Team Performance Bonus (tell us what you want to earn) Plus Company Profit Share & Extensive Benefits in Company EV Vehicle Plus career pathway to Associate Director. Reporting to Directors Flexible Location - ideally within 60-90 mins from Oxford, Wallingford, Chipping Norton Product / Service: Highly-Respected Private Client Law Practice for High Net Worth Individuals Clients: Interesting, creative, affluent and uber-successful HNW Culture: Inspiring working environment with people-focused culture Structure: Limited company. Part Employee Owned (1 of only 35 such law firms in the country) Team Size: 50 awesome Hedgeholders Your Skills: Best-in-class Inheritance and succession planning advice. Drafting complex Wills. Creation and administration of Trusts. Court of Protection. Support and training. Excellent communication - a real people person. Outstanding client assistance and advisory skills. Leadership skills. About You: + Qualified Solicitor with significant Private Wealth experience with leadership experience (to help nurture & mentor junior members) or the ability to move into a leadership role + Able to deliver high quality legal services with outstanding client care + Extremely organised and possess great time management skills + Warm + Personable + Always seeking continued learning and self-development + Excellent IT skills and have strong desire to learn new ways of working + Positive, optimistic, hardworking and possess a can-do attitude + Able to embrace team working and have a keenness to help colleagues + Professional in appearance + STEP qualification would be highly desirable (which we would support if required) Benefits: + 25/28 days annual leave plus statutory holidays dependent on position + Life Insurance + Flu Vouchers + Company pension + Profit sharing (Employee Ownership) + Salary Sacrifice + Paperless Technology: to make your life easier + Coaching and Personal Development + Culture: Inspiring working environment with people-focused culture + High Pedigree Team Ready to make the move of your career? This isn't just another legal role - it's your chance to help redefine Private Wealth services and take real ownership of your success. You'll find a high-performing, people-first culture, exciting HNW client work, and a seat at the table from day one. If you're ambitious, values-led, and want to grow faster with fewer limits - we want to hear from you.
The Client Operations Associate role supports the day-to-day running of client services, handling client enquiries, operational processes and trade settlements. It is a hands-on position within a dynamic team, requiring diligence, adaptability and a client-first mindset. Client Details The client is an investment manager based in the City of London with over £5 billion in assets under management and more than 30,000 investors. They work closely with advisers, wealth managers and private clients to deliver transparent, defensive investment solutions. Description The Client Operations Associate's responsibilities include: Processing client applications, trades, dealing points and settlements. Managing cash payments, reconciliations and reporting. Handling client enquiries via phone and email, ensuring timely resolution. Maintaining data systems and generating reports. Supporting ad-hoc projects and contributing to process improvements. Profile The successful Client Operations Associate candidate will be detail-oriented, adaptable and client-focused, with prior operational experience (ideally in Financial Services/Asset Management). They will be quick to learn, proactive, supportive of their colleagues and comfortable working with a broad set of responsibilities in a fast-paced environment. Job Offer The candidate will benefit from a supportive culture where their contribution is valued, structured training and onboarding, and clear opportunities for recognition and advancement. They will also be encouraged to contribute to operational improvements and play an active role in shaping client service delivery.
Sep 22, 2025
Full time
The Client Operations Associate role supports the day-to-day running of client services, handling client enquiries, operational processes and trade settlements. It is a hands-on position within a dynamic team, requiring diligence, adaptability and a client-first mindset. Client Details The client is an investment manager based in the City of London with over £5 billion in assets under management and more than 30,000 investors. They work closely with advisers, wealth managers and private clients to deliver transparent, defensive investment solutions. Description The Client Operations Associate's responsibilities include: Processing client applications, trades, dealing points and settlements. Managing cash payments, reconciliations and reporting. Handling client enquiries via phone and email, ensuring timely resolution. Maintaining data systems and generating reports. Supporting ad-hoc projects and contributing to process improvements. Profile The successful Client Operations Associate candidate will be detail-oriented, adaptable and client-focused, with prior operational experience (ideally in Financial Services/Asset Management). They will be quick to learn, proactive, supportive of their colleagues and comfortable working with a broad set of responsibilities in a fast-paced environment. Job Offer The candidate will benefit from a supportive culture where their contribution is valued, structured training and onboarding, and clear opportunities for recognition and advancement. They will also be encouraged to contribute to operational improvements and play an active role in shaping client service delivery.
We are excited to be partnered with our highly reputable, professional and established law based client as they seek to recruit a Wills, Trusts and LPA Consultant to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. The role offers a pathway to career development and progression within the business. Wills, Trusts and LPA Consultant Full time permanent role - Mon-Fri office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites Office based in East Grinstead with parking available on site for staff - also close to the station area Salary 29000- 30000 per annum plus commission. Excellent all round company benefits, along with a generous commission scheme This is an excellent opportunity to join a busy team within a friendly and very successful organisation who offer a strong career pathway and progression opportunities The role - Wills, Trusts and LPA Consultant The role of a Private Client (Wills, Trusts and LPA's) Consultant encompasses offering advice to clients. You will be joining a team of highly skilled professionals and after your initial training, you will be providing expert advice in Wills (i.e. creating a new Will, updating an existing Will, advising on Trust structures, preserving wealth and minimising inheritance tax liability, income tax and capital gains), Lasting Powers of Attorney and Probate. The role - duties and responsibilities Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensuring compliance with current laws. Building and maintaining strong client relationships, offering a bespoke and caring service. Make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of Attorney (LPA) and other associated products. Prioritising work so that deadlines and company service level agreements (SLA's) can be met. Responsible for gathering and maintaining accurate and relevant information and legal records. Following up with clients after their initial meeting to obtain any outstanding information Drafting and revising Wills and LPAs within company SLAs. Answering client calls and emails within company SLAs. Preparing LPA forms, supporting with submitting & registering. Attending regional client meetings. An overnight stay may be required on occasions. Diary management - review and maintain your diary weekly. Further development of knowledge and skills via additional external studies / qualifications is offered after successful completion of your probation. Experience, competencies and knowledge required: Excellent verbal and written communication skills along with exceptional client care skills Works well under pressure on own and as part of a team. Previous experience in Financial Services - Mortgages, Life insurance etc. A degree in law is desirable - NOT ESSENTIAL Experience in Wills, Trusts, Probate and Estate Planning is desirable - NOT ESSENTIAL STEP or CILEX qualified (or working towards) - Desirable - NOT ESSENTIAL - Training courses will be provided. Full UK driving licence (own car not required). For more information regarding this new and exciting Wills, Trusts and LPA Consultant opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
Sep 22, 2025
Full time
We are excited to be partnered with our highly reputable, professional and established law based client as they seek to recruit a Wills, Trusts and LPA Consultant to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. The role offers a pathway to career development and progression within the business. Wills, Trusts and LPA Consultant Full time permanent role - Mon-Fri office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites Office based in East Grinstead with parking available on site for staff - also close to the station area Salary 29000- 30000 per annum plus commission. Excellent all round company benefits, along with a generous commission scheme This is an excellent opportunity to join a busy team within a friendly and very successful organisation who offer a strong career pathway and progression opportunities The role - Wills, Trusts and LPA Consultant The role of a Private Client (Wills, Trusts and LPA's) Consultant encompasses offering advice to clients. You will be joining a team of highly skilled professionals and after your initial training, you will be providing expert advice in Wills (i.e. creating a new Will, updating an existing Will, advising on Trust structures, preserving wealth and minimising inheritance tax liability, income tax and capital gains), Lasting Powers of Attorney and Probate. The role - duties and responsibilities Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensuring compliance with current laws. Building and maintaining strong client relationships, offering a bespoke and caring service. Make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of Attorney (LPA) and other associated products. Prioritising work so that deadlines and company service level agreements (SLA's) can be met. Responsible for gathering and maintaining accurate and relevant information and legal records. Following up with clients after their initial meeting to obtain any outstanding information Drafting and revising Wills and LPAs within company SLAs. Answering client calls and emails within company SLAs. Preparing LPA forms, supporting with submitting & registering. Attending regional client meetings. An overnight stay may be required on occasions. Diary management - review and maintain your diary weekly. Further development of knowledge and skills via additional external studies / qualifications is offered after successful completion of your probation. Experience, competencies and knowledge required: Excellent verbal and written communication skills along with exceptional client care skills Works well under pressure on own and as part of a team. Previous experience in Financial Services - Mortgages, Life insurance etc. A degree in law is desirable - NOT ESSENTIAL Experience in Wills, Trusts, Probate and Estate Planning is desirable - NOT ESSENTIAL STEP or CILEX qualified (or working towards) - Desirable - NOT ESSENTIAL - Training courses will be provided. Full UK driving licence (own car not required). For more information regarding this new and exciting Wills, Trusts and LPA Consultant opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
