Nicholas Howard are delighted to be partnering with an established and highly respected financial services organisation as they continue to strengthen their Treasury function. Our client is a market-leading lender with an impressive track record of growth, innovation and long-term investment. As part of their continued expansion, they are seeking an experienced Treasury Manager to play a key role in supporting funding activities, treasury operations and financial governance. This is an outstanding opportunity for a treasury professional looking to join a collaborative, forward-thinking organisation where they can genuinely influence the direction of the function while working alongside an experienced leadership team. The Role As Treasury Manager, you'll be responsible for supporting the day-to-day treasury operation while helping to deliver the funding strategy of a growing financial institution. Working closely with senior finance leaders, banking partners and external stakeholders, you'll ensure effective cash management, treasury reporting, funding administration and financial risk oversight, whilst identifying opportunities to improve systems, processes and controls. This is a varied and commercially focused position offering excellent exposure across treasury, corporate finance and strategic business projects. Key Responsibilities Manage treasury operations, banking facilities and cash management activities. Produce accurate treasury reporting and management information. Support funding transactions and ongoing financing structures. Develop strong relationships with banks, trustees, cash managers and other external partners. Review treasury reconciliations and financing reports, identifying trends and potential risks. Support treasury systems implementation and process improvement initiatives. Assist with interest rate risk management and treasury governance. Ensure robust controls, compliance and operational excellence across treasury activities. Contribute to treasury planning, ALCO reporting and wider strategic initiatives. About You We're keen to speak with experienced treasury professionals who enjoy operating in a fast-paced, regulated financial services environment. You'll ideally bring: Previous treasury, funding, banking or corporate finance experience. Strong understanding of treasury operations, controls and reporting. Knowledge of funding structures and financial risk management. Excellent analytical skills with advanced Excel capability. Strong stakeholder management and communication skills. Experience improving treasury processes and implementing change. A Finance, Business or Accounting degree (or equivalent experience). ACT, ACA, ACCA, CIMA or similar professional qualifications would be advantageous. Why Apply? This represents an excellent opportunity to join a business that genuinely invests in its people and offers a collaborative culture where individuals are encouraged to take ownership, contribute ideas and continue developing their careers. Alongside a competitive salary and bonus, our client offers: Hybrid working (3 days office / 2 days home) Private Medical Insurance Generous pension contribution 25 days annual leave plus bank holidays and your birthday off Genuine career progression opportunities A supportive, collaborative and high-performing culture. Interested? If you're looking for your next Treasury opportunity and would like to learn more about this confidential appointment, we'd love to hear from you. Please apply today or contact Nicholas Howard for a confidential discussion.
Jul 28, 2026
Full time
Nicholas Howard are delighted to be partnering with an established and highly respected financial services organisation as they continue to strengthen their Treasury function. Our client is a market-leading lender with an impressive track record of growth, innovation and long-term investment. As part of their continued expansion, they are seeking an experienced Treasury Manager to play a key role in supporting funding activities, treasury operations and financial governance. This is an outstanding opportunity for a treasury professional looking to join a collaborative, forward-thinking organisation where they can genuinely influence the direction of the function while working alongside an experienced leadership team. The Role As Treasury Manager, you'll be responsible for supporting the day-to-day treasury operation while helping to deliver the funding strategy of a growing financial institution. Working closely with senior finance leaders, banking partners and external stakeholders, you'll ensure effective cash management, treasury reporting, funding administration and financial risk oversight, whilst identifying opportunities to improve systems, processes and controls. This is a varied and commercially focused position offering excellent exposure across treasury, corporate finance and strategic business projects. Key Responsibilities Manage treasury operations, banking facilities and cash management activities. Produce accurate treasury reporting and management information. Support funding transactions and ongoing financing structures. Develop strong relationships with banks, trustees, cash managers and other external partners. Review treasury reconciliations and financing reports, identifying trends and potential risks. Support treasury systems implementation and process improvement initiatives. Assist with interest rate risk management and treasury governance. Ensure robust controls, compliance and operational excellence across treasury activities. Contribute to treasury planning, ALCO reporting and wider strategic initiatives. About You We're keen to speak with experienced treasury professionals who enjoy operating in a fast-paced, regulated financial services environment. You'll ideally bring: Previous treasury, funding, banking or corporate finance experience. Strong understanding of treasury operations, controls and reporting. Knowledge of funding structures and financial risk management. Excellent analytical skills with advanced Excel capability. Strong stakeholder management and communication skills. Experience improving treasury processes and implementing change. A Finance, Business or Accounting degree (or equivalent experience). ACT, ACA, ACCA, CIMA or similar professional qualifications would be advantageous. Why Apply? This represents an excellent opportunity to join a business that genuinely invests in its people and offers a collaborative culture where individuals are encouraged to take ownership, contribute ideas and continue developing their careers. Alongside a competitive salary and bonus, our client offers: Hybrid working (3 days office / 2 days home) Private Medical Insurance Generous pension contribution 25 days annual leave plus bank holidays and your birthday off Genuine career progression opportunities A supportive, collaborative and high-performing culture. Interested? If you're looking for your next Treasury opportunity and would like to learn more about this confidential appointment, we'd love to hear from you. Please apply today or contact Nicholas Howard for a confidential discussion.
Are you a newly qualified or junior Solicitor looking to build a rewarding career in Court of Protection work? This is an exciting opportunity to join a highly respected and nationally recognised Court of Protection team in Swindon, working alongside experienced specialists on complex and meaningful matters that make a genuine difference to clients' lives. You will gain exposure to a varied caseload involving Property and Financial Affairs Deputyships and Personal Injury Trusts, while developing your expertise within a collaborative and supportive environment. Your New Firm Our client is a leading UK law firm with a strong reputation for delivering exceptional legal services and supporting individuals, families and professional networks through complex Court of Protection matters. The firm's specialist Court of Protection team is one of the largest of its kind in the UK, acting for hundreds of clients where a solicitor or trust corporation has been appointed as Deputy or Trustee. The team works closely with case managers, healthcare professionals and financial advisers to manage clients' financial affairs and ensure decisions are made in their best interests. Known for its collaborative culture, commitment to professional development and focus on delivering outstanding client care, the firm offers an excellent platform for ambitious legal professionals seeking to specialise in this rewarding area of law. Your New Role As a Solicitor within the Court of Protection team, you will work closely with experienced Partners, Deputies and senior lawyers while gradually developing responsibility for your own caseload.Key responsibilities will include: Assisting with the management of Property and Financial Affairs Deputyship matters. Managing your own caseload under appropriate supervision. Preparing Court of Protection applications and annual Deputy Reports. Supporting the day-to-day management of clients' financial affairs, including budgeting, payments and property transactions. Assisting with the administration of Personal Injury Trusts. Building strong relationships with clients, families, case managers, healthcare professionals and other professional contacts. Working closely with paralegals and internal and external legal teams. Attending client meetings and visits where appropriate. Developing expertise in areas such as statutory wills, care funding and benefits. Supporting business development and client relationship initiatives. What You'll Need to Succeed To be considered for this Court of Protection Solicitor opportunity, you will ideally have: Qualified Solicitor status in England & Wales. Between 0-3 years' PQE. A genuine interest in Court of Protection Property and Financial Affairs work. Excellent communication and client care skills. The ability to build trusted relationships with vulnerable clients and professional contacts. Strong organisational, drafting and analytical abilities. Excellent attention to detail. What You'll Get in Return In return, you'll have the opportunity to develop your career within a highly regarded Court of Protection practice, gaining exposure to high-quality and meaningful work while benefiting from excellent support and training.Benefits include: Competitive salary. Hybrid working arrangements. Minimum 25 days' annual leave plus bank holidays. Additional birthday leave. Pension scheme. Life assurance. Employee Assistance Programme. A supportive and collaborative working culture with genuine opportunities for progression. Apply Now If you're a Solicitor looking to establish or further your career in Court of Protection law, we'd love to hear from you. Apply today to be considered for this excellent opportunity to join a leading specialist team and make a real difference to the lives of vulnerable clients and their families. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jul 28, 2026
Full time
Are you a newly qualified or junior Solicitor looking to build a rewarding career in Court of Protection work? This is an exciting opportunity to join a highly respected and nationally recognised Court of Protection team in Swindon, working alongside experienced specialists on complex and meaningful matters that make a genuine difference to clients' lives. You will gain exposure to a varied caseload involving Property and Financial Affairs Deputyships and Personal Injury Trusts, while developing your expertise within a collaborative and supportive environment. Your New Firm Our client is a leading UK law firm with a strong reputation for delivering exceptional legal services and supporting individuals, families and professional networks through complex Court of Protection matters. The firm's specialist Court of Protection team is one of the largest of its kind in the UK, acting for hundreds of clients where a solicitor or trust corporation has been appointed as Deputy or Trustee. The team works closely with case managers, healthcare professionals and financial advisers to manage clients' financial affairs and ensure decisions are made in their best interests. Known for its collaborative culture, commitment to professional development and focus on delivering outstanding client care, the firm offers an excellent platform for ambitious legal professionals seeking to specialise in this rewarding area of law. Your New Role As a Solicitor within the Court of Protection team, you will work closely with experienced Partners, Deputies and senior lawyers while gradually developing responsibility for your own caseload.Key responsibilities will include: Assisting with the management of Property and Financial Affairs Deputyship matters. Managing your own caseload under appropriate supervision. Preparing Court of Protection applications and annual Deputy Reports. Supporting the day-to-day management of clients' financial affairs, including budgeting, payments and property transactions. Assisting with the administration of Personal Injury Trusts. Building strong relationships with clients, families, case managers, healthcare professionals and other professional contacts. Working closely with paralegals and internal and external legal teams. Attending client meetings and visits where appropriate. Developing expertise in areas such as statutory wills, care funding and benefits. Supporting business development and client relationship initiatives. What You'll Need to Succeed To be considered for this Court of Protection Solicitor opportunity, you will ideally have: Qualified Solicitor status in England & Wales. Between 0-3 years' PQE. A genuine interest in Court of Protection Property and Financial Affairs work. Excellent communication and client care skills. The ability to build trusted relationships with vulnerable clients and professional contacts. Strong organisational, drafting and analytical abilities. Excellent attention to detail. What You'll Get in Return In return, you'll have the opportunity to develop your career within a highly regarded Court of Protection practice, gaining exposure to high-quality and meaningful work while benefiting from excellent support and training.Benefits include: Competitive salary. Hybrid working arrangements. Minimum 25 days' annual leave plus bank holidays. Additional birthday leave. Pension scheme. Life assurance. Employee Assistance Programme. A supportive and collaborative working culture with genuine opportunities for progression. Apply Now If you're a Solicitor looking to establish or further your career in Court of Protection law, we'd love to hear from you. Apply today to be considered for this excellent opportunity to join a leading specialist team and make a real difference to the lives of vulnerable clients and their families. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
WTW is growing its Outsourcing business and plays a critical role in helping some of the UK's largest organisations deliver high-quality pension administration services to clients, trustees and members. As we continue to expand, we're looking for an Operational Risk Lead to help ensure our services remain resilient, well-controlled and focused on delivering positive customer outcomes. In this role, you'll work at the heart of the business, partnering with operational teams, senior stakeholders and Enterprise Risk Management colleagues to identify risks, strengthen controls and support effective decision-making. You'll investigate operational incidents, analyse trends, challenge assumptions and use data-driven insights to help drive continuous improvement across our outsourced pension administration services. This is an excellent opportunity for a curious and inquisitive risk professional who enjoys solving problems, influencing stakeholders and making a tangible impact. You'll have broad exposure across the Outsourcing business, helping to protect client, trustee and member outcomes while contributing to the growth and success of a strategically important area of WTW. The role sits within the Outsourcing Risk & Assurance team and reports to the Risk Manager. We offer a flexible hybrid working environment and welcome applications from individuals seeking a variety of flexible working arrangements. The Role - Identify/Anticipate: Conduct horizon scanning and monitor regulatory developments, industry trends and external events to identify emerging risks that may impact Outsourcing GB, pension administration services and client outcomes. - Operational Resilience: Support risk assessments for new and changing products, services and initiatives, ensuring operational risks, dependencies and resilience considerations are identified and addressed early. - RACA: Support the Risk and Control Assessment process, helping to ensure risks and controls are appropriately identified, assessed, documented and managed. - Business Risk Assessment: Review control self-assessments, challenge assumptions where appropriate and support the ongoing enhancement of the control environment. - Root Cause Investigation: Investigate operational risk incidents, perform root cause analysis and work with stakeholders to identify lessons learned and implement preventative actions. - Risk Events Tracking: Analyse incident and risk event data to identify trends, emerging risks and recurring themes, supporting escalation and informed decision-making. - Support Core Risk Team Activities: Maintain risk registers, dashboards, root cause reports and management information, providing clear insight into risk exposures, control effectiveness and remediation progress. - Reporting: Produce high-quality risk reporting, governance materials and assurance outputs that support effective oversight and decision-making by management, clients and trustees. - Monitoring: Maintain accurate risk, control and action records within the GRC system, ensuring visibility, accountability and alignment with the risk framework. - Actionable Remediation: Work collaboratively with Operations, IT, Compliance, Legal and other stakeholders to develop and implement practical solutions that address control weaknesses and reduce risk. - Change Implementation and Control Effectiveness: Monitor the delivery and effectiveness of remediation activities, process improvements and control enhancements across the business. - Learn: Support wider Risk team initiatives and continuous improvement activities, bringing curiosity, attention to detail and a proactive approach to problem solving. What you'll bring Essential Experience in operational risk, controls, audit, compliance or governance within a regulated environment. Strong understanding of risk assessments, control reviews, incident management and root cause analysis. Ability to analyse risk data and produce clear reports, dashboards and management information. Understanding of the Three Lines of Defence model and risk management principles. Strong communication and stakeholder management skills. Experience maintaining risk, control and action records within a GRC or similar governance system. Advanced Microsoft Office skills, particularly Excel, Word and PowerPoint. Highly organised, proactive and able to manage competing priorities. High integrity and commitment to continuous professional development. Desirable Relevant risk, audit, compliance or governance qualification. Experience within pensions, financial services, outsourced services or another regulated industry. Experience supporting business change, control improvement or remediation activities. Understanding of client and trustee governance requirements. Experience preparing reporting and governance materials for senior stakeholders. Competencies Working in Teams Driving Excellence Adapting to Change Focusing on Clients What we offer: Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email
Jul 23, 2026
Full time
WTW is growing its Outsourcing business and plays a critical role in helping some of the UK's largest organisations deliver high-quality pension administration services to clients, trustees and members. As we continue to expand, we're looking for an Operational Risk Lead to help ensure our services remain resilient, well-controlled and focused on delivering positive customer outcomes. In this role, you'll work at the heart of the business, partnering with operational teams, senior stakeholders and Enterprise Risk Management colleagues to identify risks, strengthen controls and support effective decision-making. You'll investigate operational incidents, analyse trends, challenge assumptions and use data-driven insights to help drive continuous improvement across our outsourced pension administration services. This is an excellent opportunity for a curious and inquisitive risk professional who enjoys solving problems, influencing stakeholders and making a tangible impact. You'll have broad exposure across the Outsourcing business, helping to protect client, trustee and member outcomes while contributing to the growth and success of a strategically important area of WTW. The role sits within the Outsourcing Risk & Assurance team and reports to the Risk Manager. We offer a flexible hybrid working environment and welcome applications from individuals seeking a variety of flexible working arrangements. The Role - Identify/Anticipate: Conduct horizon scanning and monitor regulatory developments, industry trends and external events to identify emerging risks that may impact Outsourcing GB, pension administration services and client outcomes. - Operational Resilience: Support risk assessments for new and changing products, services and initiatives, ensuring operational risks, dependencies and resilience considerations are identified and addressed early. - RACA: Support the Risk and Control Assessment process, helping to ensure risks and controls are appropriately identified, assessed, documented and managed. - Business Risk Assessment: Review control self-assessments, challenge assumptions where appropriate and support the ongoing enhancement of the control environment. - Root Cause Investigation: Investigate operational risk incidents, perform root cause analysis and work with stakeholders to identify lessons learned and implement preventative actions. - Risk Events Tracking: Analyse incident and risk event data to identify trends, emerging risks and recurring themes, supporting escalation and informed decision-making. - Support Core Risk Team Activities: Maintain risk registers, dashboards, root cause reports and management information, providing clear insight into risk exposures, control effectiveness and remediation progress. - Reporting: Produce high-quality risk reporting, governance materials and assurance outputs that support effective oversight and decision-making by management, clients and trustees. - Monitoring: Maintain accurate risk, control and action records within the GRC system, ensuring visibility, accountability and alignment with the risk framework. - Actionable Remediation: Work collaboratively with Operations, IT, Compliance, Legal and other stakeholders to develop and implement practical solutions that address control weaknesses and reduce risk. - Change Implementation and Control Effectiveness: Monitor the delivery and effectiveness of remediation activities, process improvements and control enhancements across the business. - Learn: Support wider Risk team initiatives and continuous improvement activities, bringing curiosity, attention to detail and a proactive approach to problem solving. What you'll bring Essential Experience in operational risk, controls, audit, compliance or governance within a regulated environment. Strong understanding of risk assessments, control reviews, incident management and root cause analysis. Ability to analyse risk data and produce clear reports, dashboards and management information. Understanding of the Three Lines of Defence model and risk management principles. Strong communication and stakeholder management skills. Experience maintaining risk, control and action records within a GRC or similar governance system. Advanced Microsoft Office skills, particularly Excel, Word and PowerPoint. Highly organised, proactive and able to manage competing priorities. High integrity and commitment to continuous professional development. Desirable Relevant risk, audit, compliance or governance qualification. Experience within pensions, financial services, outsourced services or another regulated industry. Experience supporting business change, control improvement or remediation activities. Understanding of client and trustee governance requirements. Experience preparing reporting and governance materials for senior stakeholders. Competencies Working in Teams Driving Excellence Adapting to Change Focusing on Clients What we offer: Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts. As the Trust & Tax Manager, you will be responsible for: Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals Preparation of annual trust accounts and associated annual compliance matters Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests Arranging payment of tax and corresponding with HMRC as required Dealing with FATCA and CRS compliance Registering trusts on HMRC's trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust & Tax Manager have the following related skills / experience: AAT or ATT qualified Strong experience in a similar role Knowledge of double entry bookkeeping and excellent Excel skills Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution Life Assurance - 4 x salary Group Income Protection Insurance BUPA Cash Plan - Auto enrolment after completion of probationary period Regular events organised by the social committee including a summer and Christmas parties For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)
Jul 22, 2026
Full time
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts. As the Trust & Tax Manager, you will be responsible for: Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals Preparation of annual trust accounts and associated annual compliance matters Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests Arranging payment of tax and corresponding with HMRC as required Dealing with FATCA and CRS compliance Registering trusts on HMRC's trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust & Tax Manager have the following related skills / experience: AAT or ATT qualified Strong experience in a similar role Knowledge of double entry bookkeeping and excellent Excel skills Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution Life Assurance - 4 x salary Group Income Protection Insurance BUPA Cash Plan - Auto enrolment after completion of probationary period Regular events organised by the social committee including a summer and Christmas parties For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint a Senior Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role In this role, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
Jul 22, 2026
Full time
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint a Senior Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role In this role, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts. As the Trust & Tax Manager, you will be responsible for: Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals Preparation of annual trust accounts and associated annual compliance matters Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests Arranging payment of tax and corresponding with HMRC as required Dealing with FATCA and CRS compliance Registering trusts on HMRC's trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust & Tax Manager have the following related skills / experience: AAT or ATT qualified Strong experience in a similar role Knowledge of double entry bookkeeping and excellent Excel skills Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution Life Assurance - 4 x salary Group Income Protection Insurance BUPA Cash Plan - Auto enrolment after completion of probationary period Regular events organised by the social committee including a summer and Christmas parties For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)
Oct 08, 2025
Full time
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts. As the Trust & Tax Manager, you will be responsible for: Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals Preparation of annual trust accounts and associated annual compliance matters Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests Arranging payment of tax and corresponding with HMRC as required Dealing with FATCA and CRS compliance Registering trusts on HMRC's trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust & Tax Manager have the following related skills / experience: AAT or ATT qualified Strong experience in a similar role Knowledge of double entry bookkeeping and excellent Excel skills Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution Life Assurance - 4 x salary Group Income Protection Insurance BUPA Cash Plan - Auto enrolment after completion of probationary period Regular events organised by the social committee including a summer and Christmas parties For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts. As the Trust & Tax Manager, you will be responsible for: Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals Preparation of annual trust accounts and associated annual compliance matters Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests Arranging payment of tax and corresponding with HMRC as required Dealing with FATCA and CRS compliance Registering trusts on HMRC's trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust & Tax Manager have the following related skills / experience: AAT or ATT qualified Strong experience in a similar role Knowledge of double entry bookkeeping and excellent Excel skills Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution Life Assurance - 4 x salary Group Income Protection Insurance BUPA Cash Plan - Auto enrolment after completion of probationary period Regular events organised by the social committee including a summer and Christmas parties For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)
Oct 08, 2025
Full time
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts. As the Trust & Tax Manager, you will be responsible for: Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals Preparation of annual trust accounts and associated annual compliance matters Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests Arranging payment of tax and corresponding with HMRC as required Dealing with FATCA and CRS compliance Registering trusts on HMRC's trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust & Tax Manager have the following related skills / experience: AAT or ATT qualified Strong experience in a similar role Knowledge of double entry bookkeeping and excellent Excel skills Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution Life Assurance - 4 x salary Group Income Protection Insurance BUPA Cash Plan - Auto enrolment after completion of probationary period Regular events organised by the social committee including a summer and Christmas parties For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)
Your new company A leading UK-based wealth management firm, renowned for delivering bespoke investment and financial planning services to private clients and trustees. With a distinguished heritage spanning over 280 years and a listing on the London Stock Exchange, the firm combines tradition with innovation. Following a significant transformation driven by a recent acquisition, they are now focused on strengthening their already well-established Change function to support continued growth and strategic evolution. Your new role As a Senior Business Readiness Analyst, you will be joining an established team of Change Analysts and Managers focusing on Front Office projects. This role will specifically sit within the financial planning portfolio and will be required to work directly on key financial planning initiatives. This will include an XPlan integration, focusing on ensuring that the implementation has the adoption required by the business. The Senior Business Readiness Analyst will also be working on a specific new proposition for the Financial planning business. This is at a very early stage and is the beginning of a revolutionary new proposition for the organisation which can transform the way their FP business performs. There will also be several other initiatives which you will be required to work on. What you'll need to succeed Strong Financial Planning experience Some Business Analysis experience Business readiness skills, including change communications, training etc Investment management experience nice to have Solid stakeholder engagement skills What you'll get in return Competitive basic salary Benefits package including 9% pension 25 days annual leave Hybrid working - 2-3 days in the office 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, or call us now. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found on our website.
Oct 02, 2025
Full time
Your new company A leading UK-based wealth management firm, renowned for delivering bespoke investment and financial planning services to private clients and trustees. With a distinguished heritage spanning over 280 years and a listing on the London Stock Exchange, the firm combines tradition with innovation. Following a significant transformation driven by a recent acquisition, they are now focused on strengthening their already well-established Change function to support continued growth and strategic evolution. Your new role As a Senior Business Readiness Analyst, you will be joining an established team of Change Analysts and Managers focusing on Front Office projects. This role will specifically sit within the financial planning portfolio and will be required to work directly on key financial planning initiatives. This will include an XPlan integration, focusing on ensuring that the implementation has the adoption required by the business. The Senior Business Readiness Analyst will also be working on a specific new proposition for the Financial planning business. This is at a very early stage and is the beginning of a revolutionary new proposition for the organisation which can transform the way their FP business performs. There will also be several other initiatives which you will be required to work on. What you'll need to succeed Strong Financial Planning experience Some Business Analysis experience Business readiness skills, including change communications, training etc Investment management experience nice to have Solid stakeholder engagement skills What you'll get in return Competitive basic salary Benefits package including 9% pension 25 days annual leave Hybrid working - 2-3 days in the office 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, or call us now. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found on our website.
Lead a Community-Focused Charity as General Manager - Winchester Location: Winchester Salary: £35,000-£40,000 (depending on experience) Hours: Full-time (Monday-Friday, 8:30am-4:30pm) Contract: Permanent Reporting to: Chair of the Board of Trustees We are proud to be working in partnership with a long-established, impactful charity based in one of Winchester's most underserved communities. This organisation has been a vital lifeline for children, families, and vulnerable individuals since the early 1990s, offering a wide range of services that promote wellbeing, inclusion, and personal development. From a well-regarded nursery and welcoming café to a soft play area and essential food support services, this charity is a vibrant hub of hope and transformation. About the Role As General Manager, you'll lead the day-to-day operations of the centre, driving strategic growth and ensuring services continue to meet the evolving needs of the local community. You'll work closely with a passionate team of staff, volunteers, and Trustees to deliver the charity's mission with energy, creativity, and compassion. Key Responsibilities Lead the implementation of the Business and Strategic Plans Secure sustainable funding and manage budgets Inspire and support dedicated staff and volunteer teams Develop inclusive programmes based on local needs Build strategic partnerships and represent the charity externally Oversee governance, compliance, and communications About You We're looking for a visionary leader who's community-focused, values-driven, and ready to roll up their sleeves. You'll bring: Proven leadership experience Strong financial and strategic planning skills A track record in income generation and grant success Excellent communication and interpersonal abilities An understanding of charity operations and governance (desirable) Why Apply? Be part of a mission-driven team making real impact Enjoy employee discounts and free on-site parking Benefit from a government-approved pension scheme Work in a supportive, inclusive environment Lead a charity that's open, non-judgemental, and truly community-first This is a hands-on, in-person role based in Winchester, with occasional evening and weekend commitments (time off in lieu provided). An enhanced DBS check will be required. Charity People is a forward thinking, inclusive organisation that actively and deliberately promotes equity, diversity and inclusion. We know organisations thrive when inclusion is at the forefront. We evidence our commitment by matching charity needs with the skills and experience of candidates irrespective of background e.g. age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we believe that greater diversity leads to greater results for the charities we work with.
Sep 24, 2025
Full time
Lead a Community-Focused Charity as General Manager - Winchester Location: Winchester Salary: £35,000-£40,000 (depending on experience) Hours: Full-time (Monday-Friday, 8:30am-4:30pm) Contract: Permanent Reporting to: Chair of the Board of Trustees We are proud to be working in partnership with a long-established, impactful charity based in one of Winchester's most underserved communities. This organisation has been a vital lifeline for children, families, and vulnerable individuals since the early 1990s, offering a wide range of services that promote wellbeing, inclusion, and personal development. From a well-regarded nursery and welcoming café to a soft play area and essential food support services, this charity is a vibrant hub of hope and transformation. About the Role As General Manager, you'll lead the day-to-day operations of the centre, driving strategic growth and ensuring services continue to meet the evolving needs of the local community. You'll work closely with a passionate team of staff, volunteers, and Trustees to deliver the charity's mission with energy, creativity, and compassion. Key Responsibilities Lead the implementation of the Business and Strategic Plans Secure sustainable funding and manage budgets Inspire and support dedicated staff and volunteer teams Develop inclusive programmes based on local needs Build strategic partnerships and represent the charity externally Oversee governance, compliance, and communications About You We're looking for a visionary leader who's community-focused, values-driven, and ready to roll up their sleeves. You'll bring: Proven leadership experience Strong financial and strategic planning skills A track record in income generation and grant success Excellent communication and interpersonal abilities An understanding of charity operations and governance (desirable) Why Apply? Be part of a mission-driven team making real impact Enjoy employee discounts and free on-site parking Benefit from a government-approved pension scheme Work in a supportive, inclusive environment Lead a charity that's open, non-judgemental, and truly community-first This is a hands-on, in-person role based in Winchester, with occasional evening and weekend commitments (time off in lieu provided). An enhanced DBS check will be required. Charity People is a forward thinking, inclusive organisation that actively and deliberately promotes equity, diversity and inclusion. We know organisations thrive when inclusion is at the forefront. We evidence our commitment by matching charity needs with the skills and experience of candidates irrespective of background e.g. age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we believe that greater diversity leads to greater results for the charities we work with.
Are you and experienced SSAS or SIPP professional looking for a new challenge? Then read on! We are currently recruiting for a SSAS client manager to work within an established Financial services firm offering SIPP and SSAS Administration, consulting and trusteeship to a number of professional clients. What you'll be doing Managing your own portfolio of SSAS clients, ensuring compliance with all regulatory requirements while delivering excellent client service Providing technical support to colleagues and developing strong relationships with introducers Handling complex administration tasks with accuracy (e.g. earmarked fund splits, bespoke investment applications) and reviewing work completed by others Resolving client queries, escalating only where necessary, and representing the firm at client meetings What we're looking for Recent experience working with SSAS or SIPP arrangements Confidence in dealing directly with clients, whether in an admin or client-facing role Minimum GCSE (or equivalent) in Maths and English, grade C / 5 or above Strong IT skills and attention to detail A high level of professionalism, integrity, and confidentiality when handling sensitive information What's in it for you Competitive annual discretionary bonus 8% pension scheme contribution Core benefits including private medical cover , life assurance (4x-10x) , income protection (65%) , and up to 30 days holiday (with trading options) Wide range of flexible benefits such as: Electric car leasing, tech & cycle-to-work schemes Dental cover, healthcare cash plan, and health assessments Critical illness cover, travel insurance, and paid volunteering days Please quote 51845 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Sep 24, 2025
Full time
Are you and experienced SSAS or SIPP professional looking for a new challenge? Then read on! We are currently recruiting for a SSAS client manager to work within an established Financial services firm offering SIPP and SSAS Administration, consulting and trusteeship to a number of professional clients. What you'll be doing Managing your own portfolio of SSAS clients, ensuring compliance with all regulatory requirements while delivering excellent client service Providing technical support to colleagues and developing strong relationships with introducers Handling complex administration tasks with accuracy (e.g. earmarked fund splits, bespoke investment applications) and reviewing work completed by others Resolving client queries, escalating only where necessary, and representing the firm at client meetings What we're looking for Recent experience working with SSAS or SIPP arrangements Confidence in dealing directly with clients, whether in an admin or client-facing role Minimum GCSE (or equivalent) in Maths and English, grade C / 5 or above Strong IT skills and attention to detail A high level of professionalism, integrity, and confidentiality when handling sensitive information What's in it for you Competitive annual discretionary bonus 8% pension scheme contribution Core benefits including private medical cover , life assurance (4x-10x) , income protection (65%) , and up to 30 days holiday (with trading options) Wide range of flexible benefits such as: Electric car leasing, tech & cycle-to-work schemes Dental cover, healthcare cash plan, and health assessments Critical illness cover, travel insurance, and paid volunteering days Please quote 51845 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
