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Marks Sattin
Senior Finance Manager
Marks Sattin Bradford, Yorkshire
Overview This is a perfect 2nd time mover / Audit Manager / Industry Finance Manager role The company offers excellent benefits, hybrid working and generous bonus! About Our Client The company is a prominent global player in the Technology and Telecoms industry. With an extensive workforce, this company is renowned for its innovative solutions and services. Operating in multiple countries, it boasts an inclusive work environment and a strong commitment to its employees' professional growth. Job Description Line manager of financial accounts or management accounts teams Formulating strategic and long-term business plans Ensuring company's financial reports are accurate and timely Developing financial management mechanisms that minimise financial risk Taking in active approach in the automation of financial processes Ensuring compliance with financial regulations and legislation Engaging with auditors to ensure annual monitoring is carried out The Successful Applicant A successful Senior Finance Manager should have: Professional qualification such as ACA, CIMA, ACCA Proficient understanding of finance management principles Strong analytical skills with attention to detail Excellent leadership abilities Experience in strategic planning and risk management Experience, knowledge of or a keen interest in automation policies/ideas Strong knowledge of financial software and Excel Experience of SOX (desirable) What's on Offer A competitive salary - discussed upon interest in the role Hybrid working arrangement Comprehensive health-care benefits Company matched pension scheme Generous bonus structure We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit and for our privacy policy.
Mar 20, 2026
Full time
Overview This is a perfect 2nd time mover / Audit Manager / Industry Finance Manager role The company offers excellent benefits, hybrid working and generous bonus! About Our Client The company is a prominent global player in the Technology and Telecoms industry. With an extensive workforce, this company is renowned for its innovative solutions and services. Operating in multiple countries, it boasts an inclusive work environment and a strong commitment to its employees' professional growth. Job Description Line manager of financial accounts or management accounts teams Formulating strategic and long-term business plans Ensuring company's financial reports are accurate and timely Developing financial management mechanisms that minimise financial risk Taking in active approach in the automation of financial processes Ensuring compliance with financial regulations and legislation Engaging with auditors to ensure annual monitoring is carried out The Successful Applicant A successful Senior Finance Manager should have: Professional qualification such as ACA, CIMA, ACCA Proficient understanding of finance management principles Strong analytical skills with attention to detail Excellent leadership abilities Experience in strategic planning and risk management Experience, knowledge of or a keen interest in automation policies/ideas Strong knowledge of financial software and Excel Experience of SOX (desirable) What's on Offer A competitive salary - discussed upon interest in the role Hybrid working arrangement Comprehensive health-care benefits Company matched pension scheme Generous bonus structure We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit and for our privacy policy.
Boston Consulting Group
Manager - Platinion - Financial Services or Insurance
Boston Consulting Group
Locations : Amsterdam Brussels London Who We Are The Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. About BCG Platinion BCG Platinion's presence spans across the globe, with offices in Asia, Europe, and South and North America. We achieve digital excellence for clients with sustained solutions to the most complex and time-sensitive challenge. We guide clients into the future to push the status quo, overcome tech limitations, and enable our clients to go further in their digital journeys than what has ever been possible in the past. At BCG Platinion, we deliver business value through the innovative use of technology at a rapid pace. We roll up our sleeves to transform business, revolutionize approaches, satisfy customers, and change the game through Architecture, Cybersecurity, Digital Transformation, Enterprise Application and Risk functions. We balance vision with a pragmatic path to change transforming strategies into leading-edge tech platforms, at scale. Practice Area BCG Platinion launched in Germany in 2000 to add deep technical expertise to the Boston Consulting Group's existing capabilities. Today, our presence spans across the globe, with offices in Asia, Europe, and South and North America. Our New York-based North American team began in 2014 and in 2017 acquired MAYA Design, a Pittsburgh-based digital design and innovation lab, to grow our capabilities around technology and design. We support our clients' total digital transformation through technology, design, cybersecurity, and risk management & financial engineering capabilities. And together with BCG, BCG Platinion's interdisciplinary team of technical experts enable customized technical solutions and accelerate delivery value through new business platforms, application consolidations, and major system implementations. What You'll Do As a seamlessly integrated part of the BCG network, we provide consulting services focused on the development and implementation of business-critical IT architecture and digital solutions. We create technology platforms and deliver exceptionally customized solutions of the future for our clients, from data strategies to next-generation customer journey solutions and transformational business models. We solve the most daunting challenges that companies face today and envision for tomorrow. Our style is entrepreneurial - nimble and innovative, with multifaceted, cross-functional teams and completely vendor-independent. Our unique selling proposition is technology expertise and delivery. As a Manager, you will work closely with our client's leadership teams to understand their key challenges, define IT strategies, win buy-in for your recommendations and lead BCG case team members to transform client potential into performance. You will deploy customized IT strategies, digital platforms and architecture to leverage the digital potential of our customers with state-of-the-art tools such as cloud computing, AI, blockchain, microservices and containerization. You will evaluate and coach our clients' technology teams, manage quality and risk while maintaining client expectations and escalations. Besides giving direction on the functional, execution and management of the project you will be given end-to-end responsibility for larger, highly technical and more complex modules within the project and begin to develop specialized knowledge to help you solve our clients problems. Together with our clients you will develop convincing IT strategies, concepts and solutions, applying your sound technical know-how along with your analytical and conceptual skills. You will start to take on team lead responsibilities and demonstrate intellectual leadership directing diverse teams of consulting talent. Your role will also be to help team members flourish through thought leadership, team mentoring, knowledge sharing, giving frequent feedback and creating opportunities for team members to learn and grow. You will also personally develop and grow by being exposed to new and complex challenges daily. Finally, as a Manager you will contribute to the Practice Area development and help to build the BCG brand as a digital leader. What You'll Bring 10 to 15 years' experience in Tech strategy and consulting or IT project management. You will have relevant experience from a top consulting firm (focused on technology, digital initiatives) and have led the design and management of IT implementation and strategy projects. A strategic thinker, entrepreneurial, able to work creatively and analytically in a problem-solving environment Outstanding analytical and conceptual skills, strong customer focus and mental agility with a results orientation Experience in the Insurance or finance industries, with strong technical expertise in banking or insurance platforms. Strong expertise working with Data and Cloud technologies. Ability to balance dogmatism and pragmatism to guide decision making. Able to present different architecture models to clients, develop MVP architecture and IT landscape modernisation roadmaps. Deep expertise with modern toolsets in Agile environments, legacy modernization and modern approaches to technology. Know-how to drive operational and client service excellence, presenting project results to C-Level. Have experience with, and understand how to lead, legacy integration and remediation (facades, strangler approaches, et. al.). Ability to work under pressure and willingness to travel to clients world-wide. University degree with above-average academic performance in a mathematical-scientific field, information technology, engineering, or business administration. For candidates based in London: Fluent in English. For candidates based in The Netherlands: Fluent in English; Dutch is highly desirable. For candidates based in Belgium: Fluent in English, with French or Flemish as an additional requirement. Additional info Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.
Mar 20, 2026
Full time
Locations : Amsterdam Brussels London Who We Are The Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. About BCG Platinion BCG Platinion's presence spans across the globe, with offices in Asia, Europe, and South and North America. We achieve digital excellence for clients with sustained solutions to the most complex and time-sensitive challenge. We guide clients into the future to push the status quo, overcome tech limitations, and enable our clients to go further in their digital journeys than what has ever been possible in the past. At BCG Platinion, we deliver business value through the innovative use of technology at a rapid pace. We roll up our sleeves to transform business, revolutionize approaches, satisfy customers, and change the game through Architecture, Cybersecurity, Digital Transformation, Enterprise Application and Risk functions. We balance vision with a pragmatic path to change transforming strategies into leading-edge tech platforms, at scale. Practice Area BCG Platinion launched in Germany in 2000 to add deep technical expertise to the Boston Consulting Group's existing capabilities. Today, our presence spans across the globe, with offices in Asia, Europe, and South and North America. Our New York-based North American team began in 2014 and in 2017 acquired MAYA Design, a Pittsburgh-based digital design and innovation lab, to grow our capabilities around technology and design. We support our clients' total digital transformation through technology, design, cybersecurity, and risk management & financial engineering capabilities. And together with BCG, BCG Platinion's interdisciplinary team of technical experts enable customized technical solutions and accelerate delivery value through new business platforms, application consolidations, and major system implementations. What You'll Do As a seamlessly integrated part of the BCG network, we provide consulting services focused on the development and implementation of business-critical IT architecture and digital solutions. We create technology platforms and deliver exceptionally customized solutions of the future for our clients, from data strategies to next-generation customer journey solutions and transformational business models. We solve the most daunting challenges that companies face today and envision for tomorrow. Our style is entrepreneurial - nimble and innovative, with multifaceted, cross-functional teams and completely vendor-independent. Our unique selling proposition is technology expertise and delivery. As a Manager, you will work closely with our client's leadership teams to understand their key challenges, define IT strategies, win buy-in for your recommendations and lead BCG case team members to transform client potential into performance. You will deploy customized IT strategies, digital platforms and architecture to leverage the digital potential of our customers with state-of-the-art tools such as cloud computing, AI, blockchain, microservices and containerization. You will evaluate and coach our clients' technology teams, manage quality and risk while maintaining client expectations and escalations. Besides giving direction on the functional, execution and management of the project you will be given end-to-end responsibility for larger, highly technical and more complex modules within the project and begin to develop specialized knowledge to help you solve our clients problems. Together with our clients you will develop convincing IT strategies, concepts and solutions, applying your sound technical know-how along with your analytical and conceptual skills. You will start to take on team lead responsibilities and demonstrate intellectual leadership directing diverse teams of consulting talent. Your role will also be to help team members flourish through thought leadership, team mentoring, knowledge sharing, giving frequent feedback and creating opportunities for team members to learn and grow. You will also personally develop and grow by being exposed to new and complex challenges daily. Finally, as a Manager you will contribute to the Practice Area development and help to build the BCG brand as a digital leader. What You'll Bring 10 to 15 years' experience in Tech strategy and consulting or IT project management. You will have relevant experience from a top consulting firm (focused on technology, digital initiatives) and have led the design and management of IT implementation and strategy projects. A strategic thinker, entrepreneurial, able to work creatively and analytically in a problem-solving environment Outstanding analytical and conceptual skills, strong customer focus and mental agility with a results orientation Experience in the Insurance or finance industries, with strong technical expertise in banking or insurance platforms. Strong expertise working with Data and Cloud technologies. Ability to balance dogmatism and pragmatism to guide decision making. Able to present different architecture models to clients, develop MVP architecture and IT landscape modernisation roadmaps. Deep expertise with modern toolsets in Agile environments, legacy modernization and modern approaches to technology. Know-how to drive operational and client service excellence, presenting project results to C-Level. Have experience with, and understand how to lead, legacy integration and remediation (facades, strangler approaches, et. al.). Ability to work under pressure and willingness to travel to clients world-wide. University degree with above-average academic performance in a mathematical-scientific field, information technology, engineering, or business administration. For candidates based in London: Fluent in English. For candidates based in The Netherlands: Fluent in English; Dutch is highly desirable. For candidates based in Belgium: Fluent in English, with French or Flemish as an additional requirement. Additional info Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.
Hays
VAT Manager (Indirect Tax)
Hays
Indirect Tax, VAT, Tax About the roleOur Indirect Tax team is market leading, providing advisory, operational and compliance services to our largest and most important clients. We advise across all aspects of indirect tax, with specialists in VAT, customs, excise, stamp taxes and environmental taxes.Our team is fuelled by curious minds who work together to provide innovative solutions to navigate challenges, both locally and globally. As part of the team, you'll continue to build your tax technical skills as you work with a variety of clients across all business sectors, whilst, at the same time, have the opportunity to develop your operational consulting and technology skills as you support clients in how they deal with the day-to-day practicalities of meeting the requirements of an increasingly complex legal and regulatory landscape.As part of the team, you will experience unparalleled opportunities to develop your career, build your skills and experience working on complex and challenging assignments. If you are ready to accelerate your career in indirect tax, then this is the opportunity for you. What your days will look likeWe are looking for a Senior Manager to join our Northern Ireland-based team in our Manchester or Leeds office. You will work as an integral part of a team of problem solvers, helping our clients tackle their complex issues from strategy to execution. Working alongside others in the Indirect Tax team and other Hays client teams to win new clients and work, providing innovative solutions and advice aligned to our clients' commercial needs. Working in multidisciplinary Indirect Tax teams (e.g. with customs, legal and systems specialists) Keeping up to date with indirect tax legislation and practical changes Managing and helping to develop others in the team This role is for you if VAT technical and analytical skills Senior stakeholder management and a commitment to delivering excellent client service Strong project management skills and the ability to prioritise tasks to work to deadlines Ability to apply good judgement, consult appropriately and manage risk Ability to work flexibly and through virtual networks A strong interest in and understanding of the benefits of technology and innovation Requirments ACA OR CTA Qualified with full UK RTW If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. 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. #
Mar 20, 2026
Full time
Indirect Tax, VAT, Tax About the roleOur Indirect Tax team is market leading, providing advisory, operational and compliance services to our largest and most important clients. We advise across all aspects of indirect tax, with specialists in VAT, customs, excise, stamp taxes and environmental taxes.Our team is fuelled by curious minds who work together to provide innovative solutions to navigate challenges, both locally and globally. As part of the team, you'll continue to build your tax technical skills as you work with a variety of clients across all business sectors, whilst, at the same time, have the opportunity to develop your operational consulting and technology skills as you support clients in how they deal with the day-to-day practicalities of meeting the requirements of an increasingly complex legal and regulatory landscape.As part of the team, you will experience unparalleled opportunities to develop your career, build your skills and experience working on complex and challenging assignments. If you are ready to accelerate your career in indirect tax, then this is the opportunity for you. What your days will look likeWe are looking for a Senior Manager to join our Northern Ireland-based team in our Manchester or Leeds office. You will work as an integral part of a team of problem solvers, helping our clients tackle their complex issues from strategy to execution. Working alongside others in the Indirect Tax team and other Hays client teams to win new clients and work, providing innovative solutions and advice aligned to our clients' commercial needs. Working in multidisciplinary Indirect Tax teams (e.g. with customs, legal and systems specialists) Keeping up to date with indirect tax legislation and practical changes Managing and helping to develop others in the team This role is for you if VAT technical and analytical skills Senior stakeholder management and a commitment to delivering excellent client service Strong project management skills and the ability to prioritise tasks to work to deadlines Ability to apply good judgement, consult appropriately and manage risk Ability to work flexibly and through virtual networks A strong interest in and understanding of the benefits of technology and innovation Requirments ACA OR CTA Qualified with full UK RTW If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. 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. #
Martin Veasey Talent Solutions
Senior Buyer - Engineering/Utilities Sector
Martin Veasey Talent Solutions Clevedon, Somerset
SENIOR BUYER Senior Buyer - Procurement - Manufacturing - Engineering North Somerset (M5 Corridor) - Hybrid (3 Days Onsite) 35-45,000 (DOE) + Bonus + Pension + Benefits An established UK engineering and environmental technology manufacturer, operating as a division of a FTSE-listed global infrastructure group, is strengthening its procurement function and is seeking a commercially strong Senior Buyer to support that growth. Based in North Somerset along the M5 corridor - commutable from Bristol, Bath, Weston-super-Mare, Portishead and surrounding areas - this hybrid role requires three days per week onsite. You will have genuine influence over a multi-million-pound UK supply chain and the autonomy to introduce greater structure, supplier consolidation and commercial leverage. About the Business The organisation designs and manufactures specialist infrastructure and water management technologies supplied to municipal authorities, utilities, contractors and industrial customers across the UK and internationally. Its products support flood risk reduction, wastewater treatment and environmental protection within critical infrastructure sectors. With strong group backing, the business is professionalising procurement to improve governance, supplier performance and cost control. The Role - Senior Buyer Reporting to the Procurement Manager, you will lead sourcing and supplier consolidation across engineered product categories including: Castings and fabricated components Plastic mouldings Precast concrete Stainless steel assemblies Electronic components Packaging and freight You will introduce structured sourcing, forward-buying strategies and improved supplier governance within an environment transitioning from decentralised purchasing to central control. Key Responsibilities Lead end-to-end sourcing exercises and supplier negotiations Consolidate and rationalise supplier base Implement forward-buying and stock planning strategies Assess and manage single vs dual-source risk Develop supplier performance frameworks Deliver measurable cost savings and cost avoidance Support emerging category management Mentor and guide a Buyer within the team Influence engineering and operational stakeholders This is a Senior Buyer role requiring resilience, commercial confidence and the ability to balance governance with operational responsiveness. About You You will likely have: 5+ years' procurement experience in manufacturing or engineering Proven experience leading sourcing exercises Strong negotiation capability Experience managing engineered or technical components ERP-based procurement experience Commercial acumen and analytical strength CIPS qualification (or working towards) advantageous. What's On Offer Hybrid working (3 days onsite in North Somerset) Annual discretionary bonus Pension and life assurance Opportunity to shape a growing procurement function Backing of a financially strong global infrastructure group This opportunity suits a commercially astute Senior Buyer seeking real influence within an engineering-led manufacturing environment.
Mar 20, 2026
Full time
SENIOR BUYER Senior Buyer - Procurement - Manufacturing - Engineering North Somerset (M5 Corridor) - Hybrid (3 Days Onsite) 35-45,000 (DOE) + Bonus + Pension + Benefits An established UK engineering and environmental technology manufacturer, operating as a division of a FTSE-listed global infrastructure group, is strengthening its procurement function and is seeking a commercially strong Senior Buyer to support that growth. Based in North Somerset along the M5 corridor - commutable from Bristol, Bath, Weston-super-Mare, Portishead and surrounding areas - this hybrid role requires three days per week onsite. You will have genuine influence over a multi-million-pound UK supply chain and the autonomy to introduce greater structure, supplier consolidation and commercial leverage. About the Business The organisation designs and manufactures specialist infrastructure and water management technologies supplied to municipal authorities, utilities, contractors and industrial customers across the UK and internationally. Its products support flood risk reduction, wastewater treatment and environmental protection within critical infrastructure sectors. With strong group backing, the business is professionalising procurement to improve governance, supplier performance and cost control. The Role - Senior Buyer Reporting to the Procurement Manager, you will lead sourcing and supplier consolidation across engineered product categories including: Castings and fabricated components Plastic mouldings Precast concrete Stainless steel assemblies Electronic components Packaging and freight You will introduce structured sourcing, forward-buying strategies and improved supplier governance within an environment transitioning from decentralised purchasing to central control. Key Responsibilities Lead end-to-end sourcing exercises and supplier negotiations Consolidate and rationalise supplier base Implement forward-buying and stock planning strategies Assess and manage single vs dual-source risk Develop supplier performance frameworks Deliver measurable cost savings and cost avoidance Support emerging category management Mentor and guide a Buyer within the team Influence engineering and operational stakeholders This is a Senior Buyer role requiring resilience, commercial confidence and the ability to balance governance with operational responsiveness. About You You will likely have: 5+ years' procurement experience in manufacturing or engineering Proven experience leading sourcing exercises Strong negotiation capability Experience managing engineered or technical components ERP-based procurement experience Commercial acumen and analytical strength CIPS qualification (or working towards) advantageous. What's On Offer Hybrid working (3 days onsite in North Somerset) Annual discretionary bonus Pension and life assurance Opportunity to shape a growing procurement function Backing of a financially strong global infrastructure group This opportunity suits a commercially astute Senior Buyer seeking real influence within an engineering-led manufacturing environment.
Clear IT Recruitment Limited
Risk & Compliance Manager - Law Firm
Clear IT Recruitment Limited Newbury, Berkshire
Our client, a growing regional law firm based in Newbury, Berkshire, is seeking an experienced Risk & Compliance Manager to oversee the day-to-day delivery of the firm's risk and compliance framework. Working closely with partners and legal teams across the business, the successful candidate will ensure regulatory requirements are embedded within the firm while supporting commercial objectives and maintaining high professional standards. Key Responsibilities: • Manage the firm's core compliance controls, including AML, conflicts, complaints, and incident management processes • Provide clear, commercially pragmatic guidance in response to compliance queries from partners and legal teams • Maintain risk registers, breach logs, and complaints records to ensure accurate oversight and reporting • Investigate regulatory issues, incidents, and near misses, identifying root causes and implementing preventative measures • Assist with regulatory reporting and notifications where required • Manage and develop the firm's file review and compliance audit programme • Analyse audit findings to identify trends, risks, and opportunities for improvement • Work with legal teams to implement post-audit remediation and strengthen compliance practices • Support continuous improvement of compliance processes and internal controls • Produce management information and risk reports for senior leadership and governance forums • Provide trend analysis and recommendations to support risk mitigation across the firm • Assist with communications with insurers and support the firm's annual insurance renewal process • Deliver compliance training and induction sessions to legal and support teams • Build strong relationships with partners, fee earners, and operational teams to ensure compliance processes remain effective and practical • Work collaboratively with onboarding, technology, and client experience teams to support compliant and efficient processes • Supervise and support junior members of the compliance team Requirements / Skills / Experience: Essential: • Proven risk and compliance experience within a UK law firm or other regulated professional services environment • Strong working knowledge of AML regulations, complaints handling, and regulatory compliance frameworks • Experience managing compliance incidents, breaches, and investigations • Ability to confidently engage with and influence partners and senior stakeholders • Strong organisational skills with high attention to detail Desirable: • Previous experience managing or mentoring junior compliance staff • Experience delivering compliance training within a professional services environment • Experience supporting regulatory audits and insurance renewal processes Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Mar 20, 2026
Full time
Our client, a growing regional law firm based in Newbury, Berkshire, is seeking an experienced Risk & Compliance Manager to oversee the day-to-day delivery of the firm's risk and compliance framework. Working closely with partners and legal teams across the business, the successful candidate will ensure regulatory requirements are embedded within the firm while supporting commercial objectives and maintaining high professional standards. Key Responsibilities: • Manage the firm's core compliance controls, including AML, conflicts, complaints, and incident management processes • Provide clear, commercially pragmatic guidance in response to compliance queries from partners and legal teams • Maintain risk registers, breach logs, and complaints records to ensure accurate oversight and reporting • Investigate regulatory issues, incidents, and near misses, identifying root causes and implementing preventative measures • Assist with regulatory reporting and notifications where required • Manage and develop the firm's file review and compliance audit programme • Analyse audit findings to identify trends, risks, and opportunities for improvement • Work with legal teams to implement post-audit remediation and strengthen compliance practices • Support continuous improvement of compliance processes and internal controls • Produce management information and risk reports for senior leadership and governance forums • Provide trend analysis and recommendations to support risk mitigation across the firm • Assist with communications with insurers and support the firm's annual insurance renewal process • Deliver compliance training and induction sessions to legal and support teams • Build strong relationships with partners, fee earners, and operational teams to ensure compliance processes remain effective and practical • Work collaboratively with onboarding, technology, and client experience teams to support compliant and efficient processes • Supervise and support junior members of the compliance team Requirements / Skills / Experience: Essential: • Proven risk and compliance experience within a UK law firm or other regulated professional services environment • Strong working knowledge of AML regulations, complaints handling, and regulatory compliance frameworks • Experience managing compliance incidents, breaches, and investigations • Ability to confidently engage with and influence partners and senior stakeholders • Strong organisational skills with high attention to detail Desirable: • Previous experience managing or mentoring junior compliance staff • Experience delivering compliance training within a professional services environment • Experience supporting regulatory audits and insurance renewal processes Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Forvis Mazars
Treasury Transformation (TMS) - Assistant Manager OR Manager
Forvis Mazars City, London
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact. In Europe, Forvis Mazars has developed a leading team in Corporate Treasury Advisory with 60+ dedicated consultants supporting Treasury & Financing departments or CFO in 4 mains areas: (i) Treasury Transformation, (ii) Liquidity Optimisation; (iii) Financial Risk Management; and (iv) Operational Support. Forvis Mazars Group has recently launched a strategic initiative to boost the development of this Corporate Treasury Advisory practice with the objective to double its size within 3 years leveraging on strong existing expertise and Forvis Mazars footprint. The Opportunity Forvis Mazars is looking for an Assistant Manager or Manager to join our London team to help lead and deliver client engagements focused on Treasury Management Systems (TMS), bank connectivity and payments (including Bank Communication Tools / payment platforms). This role is ideal for someone with hands-on TMS and/or payments platform implementation experience who enjoys being client-facing, translating requirements into clear deliverables and shaping practical solutions. Where this role sits: The Assistant Manager / Manager role sits within our UK Treasury Advisory team and typically reports into an Associate Director / Director / Partner. Key Responsibilities Main activities for the role include: Participate and oversee the delivery of TMS and bank connectivity / payments (BCT) assignments (selection, implementation / PMO, optimisation, configuration, administration support, upgrades, audit, etc.), ensuring client expectations are exceeded and quality standards are met. Translate client requirements into clear deliverables and practical recommendations. Contribute to UK go-to-market initiatives to develop new opportunities related to TMS and BCT in the UK (marketing campaign, events, publication, direct approach). Identify, negotiate and secure business opportunities with the support existing Treasury Advisory teams and local partners. Support team and capability build in the UK and collaborate with Corporate Treasury Advisory colleagues across Europe. Your Profile Essential Minimum of 4 to 5 years' experience in treasury technology / treasury transformation (consulting or in-house), with hands-on exposure to TMS and/or payments platform delivery. Certified with one or more TMS platforms, such as Kyriba , ION , FIS , GTreasury (or similar). Experience leading workstreams / engagements across requirements, solution design, governance/PMO, testing/UAT and go-live readiness. Strong stakeholder management and workshop facilitation skills; comfortable with Treasury/Finance/IT audiences. Ability to turn ambiguity into structured decisions, plans and deliverables. Fluent English (written and spoken). Desirable Hands-on experience leading bank connectivity and payment factory workstreams: SWIFT / host-to-host / APIs, payment factory concepts, bank onboarding. Familiarity with treasury operating model/process redesign alongside systems. Knowledge of the UK treasury ecosystem (ACT, banks, vendors). People leadership (coaching / informal line management). What We Offer A chance to help build a growing UK treasury technology capability, backed by a strong and established European treasury advisory team. High-impact client work across treasury transformation, technology and payments. Significant autonomy and responsibility with clear progression opportunities. Hybrid working and flexible arrangements. Training and development programs in a collaborative international environment. Diversity, Equity & Inclusion At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.
Mar 19, 2026
Full time
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact. In Europe, Forvis Mazars has developed a leading team in Corporate Treasury Advisory with 60+ dedicated consultants supporting Treasury & Financing departments or CFO in 4 mains areas: (i) Treasury Transformation, (ii) Liquidity Optimisation; (iii) Financial Risk Management; and (iv) Operational Support. Forvis Mazars Group has recently launched a strategic initiative to boost the development of this Corporate Treasury Advisory practice with the objective to double its size within 3 years leveraging on strong existing expertise and Forvis Mazars footprint. The Opportunity Forvis Mazars is looking for an Assistant Manager or Manager to join our London team to help lead and deliver client engagements focused on Treasury Management Systems (TMS), bank connectivity and payments (including Bank Communication Tools / payment platforms). This role is ideal for someone with hands-on TMS and/or payments platform implementation experience who enjoys being client-facing, translating requirements into clear deliverables and shaping practical solutions. Where this role sits: The Assistant Manager / Manager role sits within our UK Treasury Advisory team and typically reports into an Associate Director / Director / Partner. Key Responsibilities Main activities for the role include: Participate and oversee the delivery of TMS and bank connectivity / payments (BCT) assignments (selection, implementation / PMO, optimisation, configuration, administration support, upgrades, audit, etc.), ensuring client expectations are exceeded and quality standards are met. Translate client requirements into clear deliverables and practical recommendations. Contribute to UK go-to-market initiatives to develop new opportunities related to TMS and BCT in the UK (marketing campaign, events, publication, direct approach). Identify, negotiate and secure business opportunities with the support existing Treasury Advisory teams and local partners. Support team and capability build in the UK and collaborate with Corporate Treasury Advisory colleagues across Europe. Your Profile Essential Minimum of 4 to 5 years' experience in treasury technology / treasury transformation (consulting or in-house), with hands-on exposure to TMS and/or payments platform delivery. Certified with one or more TMS platforms, such as Kyriba , ION , FIS , GTreasury (or similar). Experience leading workstreams / engagements across requirements, solution design, governance/PMO, testing/UAT and go-live readiness. Strong stakeholder management and workshop facilitation skills; comfortable with Treasury/Finance/IT audiences. Ability to turn ambiguity into structured decisions, plans and deliverables. Fluent English (written and spoken). Desirable Hands-on experience leading bank connectivity and payment factory workstreams: SWIFT / host-to-host / APIs, payment factory concepts, bank onboarding. Familiarity with treasury operating model/process redesign alongside systems. Knowledge of the UK treasury ecosystem (ACT, banks, vendors). People leadership (coaching / informal line management). What We Offer A chance to help build a growing UK treasury technology capability, backed by a strong and established European treasury advisory team. High-impact client work across treasury transformation, technology and payments. Significant autonomy and responsibility with clear progression opportunities. Hybrid working and flexible arrangements. Training and development programs in a collaborative international environment. Diversity, Equity & Inclusion At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.
MSA Data Analytics Ltd
Financial Crime - Data Analyst
MSA Data Analytics Ltd
This newly created role presents an excellent opportunity for an experienced, systems-focused Financial Crime Analyst to make a meaningful impact in strengthening the first line of defence against fraud and financial crime within a FTSE 500 financial services organisation. You will play a pivotal role in enhancing detection, prevention, and reporting capabilities across multiple Financial Crime systems. Working in a data-rich environment, you will combine technical expertise with analytical insight to identify emerging threats, optimise system performance, and ensure controls remain robust, efficient, and fully compliant. Key Responsibilities Lead and support the development and optimisation of fraud detection and prevention strategies across Financial Crime systems. Analyse large, complex datasets using advanced SQL and data management tools to uncover patterns, trends, and anomalies. Develop, monitor, and report on key fraud metrics, presenting insights and recommendations to senior stakeholders. Design and implement data models and machine learning scoring models to enhance predictive insights and detection accuracy. Optimise and fine-tune Financial Crime system rule sets in line with risk appetite, balancing risk mitigation with operational efficiency. Collaborate with Technology, Risk, and Compliance teams to deliver data-driven improvements and strategic initiatives. Maintain robust governance and controls over fraud detection systems, ensuring compliance with regulatory and internal standards. Stay up to date with evolving financial crime trends, industry best practices, and emerging technologies. Engage with external partners, vendors, and industry peers to explore new detection techniques and system capabilities. Skills & Experience Strong background in Financial Crime or Fraud Analytics within banking or financial services. Advanced SQL skills with proven ability to manage and analyse large-scale, complex datasets. Experience with database platforms such as SQL Server, Oracle, SAS, or Access. Familiarity with data visualisation tools (e.g. Power BI, Tableau) for insight generation and reporting. Knowledge of AI and machine learning models for risk scoring and predictive analytics. Experience with Financial Crime platforms such as ACI PRM (Proactive Risk Manager), SIRA, SONAR, ThreatMetrix, Mitek, and CIFAS. In-depth understanding of payments fraud, AML, CTF, KYC, and internal fraud practices. Excellent analytical and problem-solving skills, with high accuracy in data investigation and interpretation. Strong communication skills, with the ability to translate technical findings into actionable business insights. Qualifications Degree in Computer Science, Data Analytics, Mathematics, or a related field. MIS/CIS, AI, or Machine Learning qualification, or equivalent experience. Recognised SQL/Database certification (Microsoft, Oracle, or equivalent). Relevant certification in Financial Crime, Fraud, or Cybercrime is desirable. Exceptional candidates without formal qualifications but with equivalent experience will also be considered. Other Competitive salary of £60,000-£70,000 base salary, depending on experience. Hybrid working: two days per week in the West Midlands office. Ongoing professional development and access to advanced Financial Crime training. Opportunity to shape a newly established role within a growing, innovative team. A collaborative, supportive environment focused on continuous improvement and data-led decision-making. If you are an experienced Financial Crime Systems Analyst seeking a new challenge and the opportunity to influence how a leading financial institution protects its customers, please submit your CV along with a short cover letter outlining your experience and motivation for the role. Applicants must have full UK working rights. Sponsorship is not available for this position.
Mar 19, 2026
Full time
This newly created role presents an excellent opportunity for an experienced, systems-focused Financial Crime Analyst to make a meaningful impact in strengthening the first line of defence against fraud and financial crime within a FTSE 500 financial services organisation. You will play a pivotal role in enhancing detection, prevention, and reporting capabilities across multiple Financial Crime systems. Working in a data-rich environment, you will combine technical expertise with analytical insight to identify emerging threats, optimise system performance, and ensure controls remain robust, efficient, and fully compliant. Key Responsibilities Lead and support the development and optimisation of fraud detection and prevention strategies across Financial Crime systems. Analyse large, complex datasets using advanced SQL and data management tools to uncover patterns, trends, and anomalies. Develop, monitor, and report on key fraud metrics, presenting insights and recommendations to senior stakeholders. Design and implement data models and machine learning scoring models to enhance predictive insights and detection accuracy. Optimise and fine-tune Financial Crime system rule sets in line with risk appetite, balancing risk mitigation with operational efficiency. Collaborate with Technology, Risk, and Compliance teams to deliver data-driven improvements and strategic initiatives. Maintain robust governance and controls over fraud detection systems, ensuring compliance with regulatory and internal standards. Stay up to date with evolving financial crime trends, industry best practices, and emerging technologies. Engage with external partners, vendors, and industry peers to explore new detection techniques and system capabilities. Skills & Experience Strong background in Financial Crime or Fraud Analytics within banking or financial services. Advanced SQL skills with proven ability to manage and analyse large-scale, complex datasets. Experience with database platforms such as SQL Server, Oracle, SAS, or Access. Familiarity with data visualisation tools (e.g. Power BI, Tableau) for insight generation and reporting. Knowledge of AI and machine learning models for risk scoring and predictive analytics. Experience with Financial Crime platforms such as ACI PRM (Proactive Risk Manager), SIRA, SONAR, ThreatMetrix, Mitek, and CIFAS. In-depth understanding of payments fraud, AML, CTF, KYC, and internal fraud practices. Excellent analytical and problem-solving skills, with high accuracy in data investigation and interpretation. Strong communication skills, with the ability to translate technical findings into actionable business insights. Qualifications Degree in Computer Science, Data Analytics, Mathematics, or a related field. MIS/CIS, AI, or Machine Learning qualification, or equivalent experience. Recognised SQL/Database certification (Microsoft, Oracle, or equivalent). Relevant certification in Financial Crime, Fraud, or Cybercrime is desirable. Exceptional candidates without formal qualifications but with equivalent experience will also be considered. Other Competitive salary of £60,000-£70,000 base salary, depending on experience. Hybrid working: two days per week in the West Midlands office. Ongoing professional development and access to advanced Financial Crime training. Opportunity to shape a newly established role within a growing, innovative team. A collaborative, supportive environment focused on continuous improvement and data-led decision-making. If you are an experienced Financial Crime Systems Analyst seeking a new challenge and the opportunity to influence how a leading financial institution protects its customers, please submit your CV along with a short cover letter outlining your experience and motivation for the role. Applicants must have full UK working rights. Sponsorship is not available for this position.
Adecco
Programme Director (KYC & CLM)
Adecco
My Banking client is seeking to recruit a Programme Director on an initial 12 month contract based in London. It is hybrid and will require 2-3x days onsite per week. Role Summary We are looking for a dynamic and knowledgeable Client Lifecycle Management (CLM) and Know Your Customer (KYC) Programme Director with proven experience in programme / change delivery to support and drive strategic initiatives. The candidate will have deep expertise across CLM and KYC, particularly implementation and rollout of the Fenergo platform and a good record in delivering complex change programmes in regulated banking environments. Position Description Lead the planning, mobilisation, and delivery of the enterprise-wide CLM and KYC programme, with specific accountability for successful implementation, customisation, and adoption of the Fenergo platform. Define programme scope, deliverables, timelines and governance structures Oversee programme budget, forecasting, resource planning, and vendor relationships, including direct management of the Fenergo vendor partnership Partner closely with senior stakeholders across Compliance, Financial Crime, Operations, Technology, Data, Risk, and Front Office to ensure strategic alignment and regulatory compliance. Drive delivery of target-state CLM capabilities, including onboarding, periodic reviews, KYC refresh, client documentation, screening processes, and end to end workflow optimisation. Lead the business and technical deployment of Fenergo, ensuring platform configuration aligns with regulatory, product, and operational requirements across client segments. Lead and inspire a cross-functional team of programme managers, business analysts, solution architects, technical leads, and change specialists. Promote a culture of collaboration, accountability, and continuous improvement. Qualifications and Experience Educated to degree level or equivalent experience. Leading large, complex transformation programmes within global or corporate banking. Deep expertise in Client Lifecycle Management and KYC, with proven delivery of regulatory and operational change programmes. Hands on experience implementing or significantly enhancing the Fenergo CLM platform, including configuration, integration, and rollout Strong knowledge of AML, KYC, CDD/EDD regulations and global regulatory expectations. Experience with additional CLM, workflow, and screening tools (e.g., Pega, Appian, FircoSoft, Actimize). Preferred Understanding of enterprise client data models, digital workflow, case management, automation (RPA/AI), and document management solutions Preferred Demonstrated ability to lead multi year programmes with sizeable budgets, complex business processes, and cross functional teams. Exceptional stakeholder management and influencing skills, including experience working with senior executives and regulators.
Mar 19, 2026
Contractor
My Banking client is seeking to recruit a Programme Director on an initial 12 month contract based in London. It is hybrid and will require 2-3x days onsite per week. Role Summary We are looking for a dynamic and knowledgeable Client Lifecycle Management (CLM) and Know Your Customer (KYC) Programme Director with proven experience in programme / change delivery to support and drive strategic initiatives. The candidate will have deep expertise across CLM and KYC, particularly implementation and rollout of the Fenergo platform and a good record in delivering complex change programmes in regulated banking environments. Position Description Lead the planning, mobilisation, and delivery of the enterprise-wide CLM and KYC programme, with specific accountability for successful implementation, customisation, and adoption of the Fenergo platform. Define programme scope, deliverables, timelines and governance structures Oversee programme budget, forecasting, resource planning, and vendor relationships, including direct management of the Fenergo vendor partnership Partner closely with senior stakeholders across Compliance, Financial Crime, Operations, Technology, Data, Risk, and Front Office to ensure strategic alignment and regulatory compliance. Drive delivery of target-state CLM capabilities, including onboarding, periodic reviews, KYC refresh, client documentation, screening processes, and end to end workflow optimisation. Lead the business and technical deployment of Fenergo, ensuring platform configuration aligns with regulatory, product, and operational requirements across client segments. Lead and inspire a cross-functional team of programme managers, business analysts, solution architects, technical leads, and change specialists. Promote a culture of collaboration, accountability, and continuous improvement. Qualifications and Experience Educated to degree level or equivalent experience. Leading large, complex transformation programmes within global or corporate banking. Deep expertise in Client Lifecycle Management and KYC, with proven delivery of regulatory and operational change programmes. Hands on experience implementing or significantly enhancing the Fenergo CLM platform, including configuration, integration, and rollout Strong knowledge of AML, KYC, CDD/EDD regulations and global regulatory expectations. Experience with additional CLM, workflow, and screening tools (e.g., Pega, Appian, FircoSoft, Actimize). Preferred Understanding of enterprise client data models, digital workflow, case management, automation (RPA/AI), and document management solutions Preferred Demonstrated ability to lead multi year programmes with sizeable budgets, complex business processes, and cross functional teams. Exceptional stakeholder management and influencing skills, including experience working with senior executives and regulators.
CV Elite Ltd
Paraplanner
CV Elite Ltd
The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients' goals and aspirations. This is not an advising role, but the successful Paraplanner will be involved in client meetings from the outset, working to deliver frequently complex financial planning services to high-net-worth clients. You will be responsible for technical research, cash flow modelling, producing recommendations and delivering an exceptional client service with the opportunity to progress, with time, into advising. The Person: The successful Paraplanner will have a minimum of 1 years' Paraplanning experience and is likely to be Diploma qualified (or close to becoming qualified) - we are happy to consider candidates with more experience, and the salary paid will reflect this. You will be proactive, curious, keen to question and learn and driven by finding the best solution for the clients. Salary: Competitive and negotiable (dependant on experience), plus an exceptional benefits package including; 23 days' holiday + 12 wellbeing days + bank holidays + support with continued professional development (including progression to Chartered/Certified status) + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme + profit share. Home Working and Flexibility: We are happy to facilitate hybrid working (c.2 days per week from home) but as this role is supporting a London based Client Managers, with heavy involvement in client meetings, a willingness to commute to the London office (EC1M) is essential. We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.) The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest Award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients' goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions. Paraplanner, Responsibilities: Prepare accurate and detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments, tailored to meet the client's requirements. Collaborate with the Client Director to evaluate and recommend suitable financial strategies that align with the clients' needs and objectives. Monitor and review client portfolios, identifying opportunities for optimisation and presenting recommendations based on market trends and performance analysis. As appropriate, assist with dealing. Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies. Foster a relationship with clients: attend client meetings, address their queries, resolve issues, and provide ongoing support throughout the financial journey. Continue with your personal and professional development, maintaining up-to-date knowledge of legislation, investments, and technology. Paraplanner, Skills and Experience: A minimum of 1 years' paraplanning experience. Diploma qualified, or close to becoming qualified. (Dip PFS or equivalent) Keen to study for Certified/Chartered Financial Planner qualifications (support with this will be provided). A good understanding of all areas of financial planning - investment portfolio management, tax planning, pensions, protection, estate planning, cash flow planning etc. Proficient in financial planning software (e.g. Intelligent Office, Voyant etc.) A strong technology, problem-solving and mathematical aptitude. Paraplanner, Behaviours and Competencies: You'll always have clients at the forefront of your thoughts, seeking opportunities to surprise and delight at all times, thinking outside the box to best meet their needs. You will confidently build relationships with clients, colleagues and connections. You'll be a real team player who naturally collaborates with others, understands and appreciates others' experiences, manages workflow and delegates tasks effectively. You take an interest in your development and will seek out learning opportunities, showing curiosity and willingness to explore multiple possibilities or to challenge the norm. Paradigm Norton are proud to boast one of the most talented and highly qualified financial planning teams in the UK and they place people at the heart of their company values. The successful Paraplanner will therefore enjoy a highly rewarding career, working for an award winning and progressive company that invests in their partners and values and rewards individual contributions. Dawn O'Shea is the recruitment partner, recruiting the Paraplanner directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Mar 19, 2026
Full time
The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients' goals and aspirations. This is not an advising role, but the successful Paraplanner will be involved in client meetings from the outset, working to deliver frequently complex financial planning services to high-net-worth clients. You will be responsible for technical research, cash flow modelling, producing recommendations and delivering an exceptional client service with the opportunity to progress, with time, into advising. The Person: The successful Paraplanner will have a minimum of 1 years' Paraplanning experience and is likely to be Diploma qualified (or close to becoming qualified) - we are happy to consider candidates with more experience, and the salary paid will reflect this. You will be proactive, curious, keen to question and learn and driven by finding the best solution for the clients. Salary: Competitive and negotiable (dependant on experience), plus an exceptional benefits package including; 23 days' holiday + 12 wellbeing days + bank holidays + support with continued professional development (including progression to Chartered/Certified status) + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme + profit share. Home Working and Flexibility: We are happy to facilitate hybrid working (c.2 days per week from home) but as this role is supporting a London based Client Managers, with heavy involvement in client meetings, a willingness to commute to the London office (EC1M) is essential. We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.) The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest Award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients' goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions. Paraplanner, Responsibilities: Prepare accurate and detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments, tailored to meet the client's requirements. Collaborate with the Client Director to evaluate and recommend suitable financial strategies that align with the clients' needs and objectives. Monitor and review client portfolios, identifying opportunities for optimisation and presenting recommendations based on market trends and performance analysis. As appropriate, assist with dealing. Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies. Foster a relationship with clients: attend client meetings, address their queries, resolve issues, and provide ongoing support throughout the financial journey. Continue with your personal and professional development, maintaining up-to-date knowledge of legislation, investments, and technology. Paraplanner, Skills and Experience: A minimum of 1 years' paraplanning experience. Diploma qualified, or close to becoming qualified. (Dip PFS or equivalent) Keen to study for Certified/Chartered Financial Planner qualifications (support with this will be provided). A good understanding of all areas of financial planning - investment portfolio management, tax planning, pensions, protection, estate planning, cash flow planning etc. Proficient in financial planning software (e.g. Intelligent Office, Voyant etc.) A strong technology, problem-solving and mathematical aptitude. Paraplanner, Behaviours and Competencies: You'll always have clients at the forefront of your thoughts, seeking opportunities to surprise and delight at all times, thinking outside the box to best meet their needs. You will confidently build relationships with clients, colleagues and connections. You'll be a real team player who naturally collaborates with others, understands and appreciates others' experiences, manages workflow and delegates tasks effectively. You take an interest in your development and will seek out learning opportunities, showing curiosity and willingness to explore multiple possibilities or to challenge the norm. Paradigm Norton are proud to boast one of the most talented and highly qualified financial planning teams in the UK and they place people at the heart of their company values. The successful Paraplanner will therefore enjoy a highly rewarding career, working for an award winning and progressive company that invests in their partners and values and rewards individual contributions. Dawn O'Shea is the recruitment partner, recruiting the Paraplanner directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
BDO UK
Financial Services Advisory Assistant Manager
BDO UK City, Glasgow
We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview As an Assistant Manager in the Financial Services Advisory team in Scotland, you will have the opportunity to work on a variety of engagements, gaining experience in planning and delivering a range of assurance assignments and on risk management and regulatory advisory engagements. You will play an important role in developing and maintaining deep client relationships. You will have the opportunity to further develop specialist sub sector, technical and regulatory knowledge and will also have opportunities to work with and support the wider Financial Services Advisory team and its clients in Scotland and across the UK. This role can be based in either Glasgow or Edinburgh BDO hubs. You'll be someone with: Strong written / communication skills, ability to influence, lead, engage, and manage stakeholders Demonstrable risk management and regulatory related advisory experience through working within the Financial Services sector or with Financial Services clients. Knowledge of the Financial Services sector and the UK regulatory environment Have undertaken a range of advisory and/or assurance assignments and have an understanding of how to deploy methodologies in a project environment Recognised accountancy or internal audit professional qualifications and/or memberships i.e. ICAEW, CIMA, CIIA, ACCA etc. Preferred, but not essential if the candidate has alternative relevant qualification. 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 everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across the UK thousands of unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Mar 19, 2026
Full time
We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview As an Assistant Manager in the Financial Services Advisory team in Scotland, you will have the opportunity to work on a variety of engagements, gaining experience in planning and delivering a range of assurance assignments and on risk management and regulatory advisory engagements. You will play an important role in developing and maintaining deep client relationships. You will have the opportunity to further develop specialist sub sector, technical and regulatory knowledge and will also have opportunities to work with and support the wider Financial Services Advisory team and its clients in Scotland and across the UK. This role can be based in either Glasgow or Edinburgh BDO hubs. You'll be someone with: Strong written / communication skills, ability to influence, lead, engage, and manage stakeholders Demonstrable risk management and regulatory related advisory experience through working within the Financial Services sector or with Financial Services clients. Knowledge of the Financial Services sector and the UK regulatory environment Have undertaken a range of advisory and/or assurance assignments and have an understanding of how to deploy methodologies in a project environment Recognised accountancy or internal audit professional qualifications and/or memberships i.e. ICAEW, CIMA, CIIA, ACCA etc. Preferred, but not essential if the candidate has alternative relevant qualification. 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 everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across the UK thousands of unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
BDO UK
Transaction Services Manager/Senior Manager
BDO UK Southampton, Hampshire
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You will be someone with; A thorough working knowledge of Transaction Services activities ACA/ACCA qualified (or equivalent), or relevant work experience. Previous staff supervision or management experience. Excellent knowledge of MS Office, in particular Word, Powerpoint and Excel. For those involved in Capital Markets transactions a good knowledge of the relevant legislation. Excellent interpersonal skills. Demonstrates a pro-active approach to their continuous development. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Mar 19, 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 that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You will be someone with; A thorough working knowledge of Transaction Services activities ACA/ACCA qualified (or equivalent), or relevant work experience. Previous staff supervision or management experience. Excellent knowledge of MS Office, in particular Word, Powerpoint and Excel. For those involved in Capital Markets transactions a good knowledge of the relevant legislation. Excellent interpersonal skills. Demonstrates a pro-active approach to their continuous development. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
BDO UK
Audit Quality - Audit Stream Risk and Reporting - Senior Manager
BDO UK City, London
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 Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. This is an opportunity for talented, high performing and ambitious Senior Manager to join the Audit Stream Risk and Reporting team in the AQD in an exciting period and help to shape the role and the expanding team. You will report into the Audit Stream Risk and Reporting Partner and work closely with Audit Stream Risk and Reporting Director. The Audit Stream Risk and Reporting team is a growing team and provides support to audit teams when audit risk and contractual issues emerge on audit engagements and with audit reporting matters. The role will include providing the teams with proactive support to resolve the issue and involving specialists from the wider AQD team when required. As part of this supportive and knowledgeable team, you'll have a chance to use and develop your technical skills to solve complex issues and contribute to the delivery of high quality audits. The key responsibilities of the role includes: Triaging and handling queries on form and content of audit report, engagement letters and other reporting matters Review and approval of non-standard engagement letters, amendments to terms of business, hold harmless letters and NDAs. Advise on audit stream risk issues that emerge ensuring that the correct support is provided to the audit team and review of audit working papers when required. Approval of modified audit reports and non-standard audit reports including component auditor reporting. Take responsibility for ad hoc projects and ensure that all processes and controls related to audit stream risk and reporting are correctly implemented to support a System of Quality Management, ensuring that any remediation points are addressed. Proactively identify wider risk and reporting issues and implement policies and guidance to assist the audit teams. Write and maintain templates, manuals, guidance and articles for use by the audit teams. Contribute to audit quality initiatives led by the wider Audit Quality Department. You'll be someone with: ACA or similar professional accountancy qualification. Recent audit experience working on PIE and listed audit engagements or performed an internal role advising on PIE and listed entities. Excellent practical and technical audit risk and reporting experience. Ability to be objective and sceptical and to have confidence to challenge more senior members of an audit team. Ability to work both independently and collaboratively as part of a small team and able to use own initiative. Ability to think innovatively and creatively to identify ways to improve processes and guidance. Attention to detail. Excellent communication skills, both written and verbal, including an ability to communicate difficult messages. Takes personal responsibility and accountability for own work. An awareness of the UK regulatory requirements is useful but not essential. 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.
Mar 19, 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 Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. This is an opportunity for talented, high performing and ambitious Senior Manager to join the Audit Stream Risk and Reporting team in the AQD in an exciting period and help to shape the role and the expanding team. You will report into the Audit Stream Risk and Reporting Partner and work closely with Audit Stream Risk and Reporting Director. The Audit Stream Risk and Reporting team is a growing team and provides support to audit teams when audit risk and contractual issues emerge on audit engagements and with audit reporting matters. The role will include providing the teams with proactive support to resolve the issue and involving specialists from the wider AQD team when required. As part of this supportive and knowledgeable team, you'll have a chance to use and develop your technical skills to solve complex issues and contribute to the delivery of high quality audits. The key responsibilities of the role includes: Triaging and handling queries on form and content of audit report, engagement letters and other reporting matters Review and approval of non-standard engagement letters, amendments to terms of business, hold harmless letters and NDAs. Advise on audit stream risk issues that emerge ensuring that the correct support is provided to the audit team and review of audit working papers when required. Approval of modified audit reports and non-standard audit reports including component auditor reporting. Take responsibility for ad hoc projects and ensure that all processes and controls related to audit stream risk and reporting are correctly implemented to support a System of Quality Management, ensuring that any remediation points are addressed. Proactively identify wider risk and reporting issues and implement policies and guidance to assist the audit teams. Write and maintain templates, manuals, guidance and articles for use by the audit teams. Contribute to audit quality initiatives led by the wider Audit Quality Department. You'll be someone with: ACA or similar professional accountancy qualification. Recent audit experience working on PIE and listed audit engagements or performed an internal role advising on PIE and listed entities. Excellent practical and technical audit risk and reporting experience. Ability to be objective and sceptical and to have confidence to challenge more senior members of an audit team. Ability to work both independently and collaboratively as part of a small team and able to use own initiative. Ability to think innovatively and creatively to identify ways to improve processes and guidance. Attention to detail. Excellent communication skills, both written and verbal, including an ability to communicate difficult messages. Takes personal responsibility and accountability for own work. An awareness of the UK regulatory requirements is useful but not essential. 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.
Adecco
Senior Project Manager
Adecco
Job Advertisement: Senior Project Manager Location: London (Hybrid) Duration: 12 months (Likely extension) Working Pattern: Full Time We are seeking an experienced Senior Project Manager to lead the delivery of complex, regulatory-driven change initiatives across a multi-jurisdictional banking environment within EMEA. This role will take ownership of multiple regional sub-projects, bringing them together into a single, cohesive programme. The successful candidate will operate at a senior level, engaging with C-suite stakeholders, leading cross-functional teams, and ensuring end-to-end (E2E) delivery of strategic and regulatory initiatives, including system implementations such as e-invoicing solutions. Key Responsibilities Programme & Project Delivery Lead end-to-end (E2E) delivery of large-scale, complex projects within a banking environment Consolidate and manage multiple regional sub-projects into a unified delivery plan Ensure delivery aligns with business objectives, regulatory requirements, and agreed timelines Oversee full project lifecycle: initiation, planning, execution, testing, implementation, and handover Regulatory Change Deliver regulatory-driven projects, ensuring compliance across multiple jurisdictions Interpret and manage differing regulatory requirements across EMEA regions Ensure all deliverables meet audit and regulatory scrutiny standards Governance & Leadership Establish and maintain strong governance frameworks Chair project governance forums and steering committees Ensure transparency, accountability, and effective decision-making Team Leadership & Coordination Lead cross-functional teams and coordinate with Subject Matter Experts (SMEs) across business and technology Demonstrate proven ability to manage and lead teams, including indirect/matrix management Drive collaboration across regions and departments Systems & Implementation Oversee delivery of projects with a system implementation component (e.g., e-invoicing solutions) Work closely with technical teams while not requiring deep technical ownership Ensure successful rollout across multiple jurisdictions with differing requirements Risk & Issue Management Identify, assess, and manage risks and issues proactively Escalate appropriately with clear mitigation strategies Navigate complex delivery challenges across regions Key Requirements Proven track record delivering end-to-end (E2E) projects Strong experience managing regulatory-driven initiatives Experience overseeing multiple concurrent or regional sub-projects and integrating them into a single programme Demonstrable experience working across EMEA regions Experience with system implementations, particularly in multi-jurisdictional environments Exposure to e-invoicing or similar finance/regulatory systems is advantageous Skills & Competencies Strong stakeholder management, including engagement at C-suite level Excellent communication skills (written and verbal), with the ability to influence senior stakeholders Proven experience chairing committees and governance forums Strong leadership and team management capabilities, with evidence of managing teams Ability to coordinate effectively with SMEs across multiple disciplines Strong organisational skills with the ability to manage competing priorities High attention to detail, particularly in regulatory and compliance contexts Knowledge Strong understanding of banking operations and regulatory environments Knowledge of multi-jurisdictional regulatory differences and their impact on project delivery Familiarity with project governance frameworks and best practices Qualifications Degree or equivalent experience Professional project management certification (e.g., PMP, PRINCE2, APM) preferred Desirable Experience Experience working on technical rollouts or system transformations Prior involvement in finance transformation or invoicing-related programmes Experience operating within large, international banking organisations Our client is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention. Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Mar 19, 2026
Contractor
Job Advertisement: Senior Project Manager Location: London (Hybrid) Duration: 12 months (Likely extension) Working Pattern: Full Time We are seeking an experienced Senior Project Manager to lead the delivery of complex, regulatory-driven change initiatives across a multi-jurisdictional banking environment within EMEA. This role will take ownership of multiple regional sub-projects, bringing them together into a single, cohesive programme. The successful candidate will operate at a senior level, engaging with C-suite stakeholders, leading cross-functional teams, and ensuring end-to-end (E2E) delivery of strategic and regulatory initiatives, including system implementations such as e-invoicing solutions. Key Responsibilities Programme & Project Delivery Lead end-to-end (E2E) delivery of large-scale, complex projects within a banking environment Consolidate and manage multiple regional sub-projects into a unified delivery plan Ensure delivery aligns with business objectives, regulatory requirements, and agreed timelines Oversee full project lifecycle: initiation, planning, execution, testing, implementation, and handover Regulatory Change Deliver regulatory-driven projects, ensuring compliance across multiple jurisdictions Interpret and manage differing regulatory requirements across EMEA regions Ensure all deliverables meet audit and regulatory scrutiny standards Governance & Leadership Establish and maintain strong governance frameworks Chair project governance forums and steering committees Ensure transparency, accountability, and effective decision-making Team Leadership & Coordination Lead cross-functional teams and coordinate with Subject Matter Experts (SMEs) across business and technology Demonstrate proven ability to manage and lead teams, including indirect/matrix management Drive collaboration across regions and departments Systems & Implementation Oversee delivery of projects with a system implementation component (e.g., e-invoicing solutions) Work closely with technical teams while not requiring deep technical ownership Ensure successful rollout across multiple jurisdictions with differing requirements Risk & Issue Management Identify, assess, and manage risks and issues proactively Escalate appropriately with clear mitigation strategies Navigate complex delivery challenges across regions Key Requirements Proven track record delivering end-to-end (E2E) projects Strong experience managing regulatory-driven initiatives Experience overseeing multiple concurrent or regional sub-projects and integrating them into a single programme Demonstrable experience working across EMEA regions Experience with system implementations, particularly in multi-jurisdictional environments Exposure to e-invoicing or similar finance/regulatory systems is advantageous Skills & Competencies Strong stakeholder management, including engagement at C-suite level Excellent communication skills (written and verbal), with the ability to influence senior stakeholders Proven experience chairing committees and governance forums Strong leadership and team management capabilities, with evidence of managing teams Ability to coordinate effectively with SMEs across multiple disciplines Strong organisational skills with the ability to manage competing priorities High attention to detail, particularly in regulatory and compliance contexts Knowledge Strong understanding of banking operations and regulatory environments Knowledge of multi-jurisdictional regulatory differences and their impact on project delivery Familiarity with project governance frameworks and best practices Qualifications Degree or equivalent experience Professional project management certification (e.g., PMP, PRINCE2, APM) preferred Desirable Experience Experience working on technical rollouts or system transformations Prior involvement in finance transformation or invoicing-related programmes Experience operating within large, international banking organisations Our client is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention. Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
BDO UK
Transaction Services Manager
BDO UK City, Manchester
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. In Transaction Services, you will have the opportunity to support a range of clients by providing due diligence services to support them through events such as acquisitions, sale processes and capital markets transactions. We help to deliver successful transaction outcomes through our data-driven insights and commercial acumen. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with BDO directors and 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. Technical Skills Thorough working knowledge of Transaction Services activities ACA/ACCA qualified (or equivalent), or relevant work experience. Previous staff supervision or management experience. Excellent knowledge of MS Office, in particular Word, Powerpoint and Excel. Self-starting individual who is comfortable working independently and as part of a team. Excellent interpersonal skills. Demonstrates a pro-active approach to their continuous development You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Mar 19, 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 that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. In Transaction Services, you will have the opportunity to support a range of clients by providing due diligence services to support them through events such as acquisitions, sale processes and capital markets transactions. We help to deliver successful transaction outcomes through our data-driven insights and commercial acumen. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with BDO directors and 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. Technical Skills Thorough working knowledge of Transaction Services activities ACA/ACCA qualified (or equivalent), or relevant work experience. Previous staff supervision or management experience. Excellent knowledge of MS Office, in particular Word, Powerpoint and Excel. Self-starting individual who is comfortable working independently and as part of a team. Excellent interpersonal skills. Demonstrates a pro-active approach to their continuous development You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Transact
Operational Performance Manager
Transact
Reporting to the Head of Operational Performance, we are now recruiting for an Operational Performance Manager. The Role The key responsibilities of this role are: to ensure that all FCA required Consumer Duty reports, assessments and reviews are completed to a high-standard and in a timely manner. to create, maintain and review all other documents relating to the internal governance of the Duty, such as the creation and collation of quarterly MI and updating of Forum Terms of References and documents detailing the Consumer Duty Framework. An additional responsibility of the role is to support the embedding of ownership for processes, policies, risks, and controls across the first line. This aligns closely with our strategic objectives and is intended to strengthen accountability within departments, ensuring consistent application and maintenance of governance standards. Your day to day responsibilities will include: Providing written and verbal reports on Consumer Duty and Customer Outcomes to senior management. Producing the Consumer Duty Principle 12 Report in accordance with PRIN 2A.8.4 and PRIN 2A. Undertaking the Price and Value Assessment in accordance with the Consumer Duty Price and Value Assessment rules. Undertaking product reviews for all Transact wrappers in accordance with PRIN 2A.3.7. Reviewing and maintaining the Consumer Duty and Conduct Risk Framework document. Creating the Consumer Duty and Conduct Risk Forum and Board Pack, ensuring relevant MI is provided by business areas. Working with the Training team to produce the annual Consumer Duty training as well as other Consumer Duty training materials as required. Developing a framework and driving the embedding of ownership for policies, processes, risks, and controls across the business. Manage the end-to-end policy review cycle and develop workflows to enable self-service for Policy Owners, reviewers, and approvers. Support the detailed review and mapping of key processes linked to Important Business Services. Ensure all core processes are centrally stored and supported by robust business evidence. You will be an experienced Financial Services professional with a detailed understanding of the FCA's Consumer Duty rules. You must have excellent written communication skills with previous experience of producing high quality Consumer Duty reports for Board level and regulatory audiences. We are seeking an individual with strong intellect and analytical ability, who brings exceptional planning and organisational skills and can consistently deliver high-quality work under pressure to tight deadlines. The ideal candidate will demonstrate excellent interpersonal and communication skills, both verbal and written, and will be conscientious with outstanding attention to detail. You should be able to adopt a methodical and logical approach to your work, be goal-oriented, and capable of developing practical and commercially sound solutions independently. Equally important, you will be highly collaborative and an effective team player with excellent stakeholder management skills at all levels including being comfortable engaging with Board level members. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Mar 18, 2026
Full time
Reporting to the Head of Operational Performance, we are now recruiting for an Operational Performance Manager. The Role The key responsibilities of this role are: to ensure that all FCA required Consumer Duty reports, assessments and reviews are completed to a high-standard and in a timely manner. to create, maintain and review all other documents relating to the internal governance of the Duty, such as the creation and collation of quarterly MI and updating of Forum Terms of References and documents detailing the Consumer Duty Framework. An additional responsibility of the role is to support the embedding of ownership for processes, policies, risks, and controls across the first line. This aligns closely with our strategic objectives and is intended to strengthen accountability within departments, ensuring consistent application and maintenance of governance standards. Your day to day responsibilities will include: Providing written and verbal reports on Consumer Duty and Customer Outcomes to senior management. Producing the Consumer Duty Principle 12 Report in accordance with PRIN 2A.8.4 and PRIN 2A. Undertaking the Price and Value Assessment in accordance with the Consumer Duty Price and Value Assessment rules. Undertaking product reviews for all Transact wrappers in accordance with PRIN 2A.3.7. Reviewing and maintaining the Consumer Duty and Conduct Risk Framework document. Creating the Consumer Duty and Conduct Risk Forum and Board Pack, ensuring relevant MI is provided by business areas. Working with the Training team to produce the annual Consumer Duty training as well as other Consumer Duty training materials as required. Developing a framework and driving the embedding of ownership for policies, processes, risks, and controls across the business. Manage the end-to-end policy review cycle and develop workflows to enable self-service for Policy Owners, reviewers, and approvers. Support the detailed review and mapping of key processes linked to Important Business Services. Ensure all core processes are centrally stored and supported by robust business evidence. You will be an experienced Financial Services professional with a detailed understanding of the FCA's Consumer Duty rules. You must have excellent written communication skills with previous experience of producing high quality Consumer Duty reports for Board level and regulatory audiences. We are seeking an individual with strong intellect and analytical ability, who brings exceptional planning and organisational skills and can consistently deliver high-quality work under pressure to tight deadlines. The ideal candidate will demonstrate excellent interpersonal and communication skills, both verbal and written, and will be conscientious with outstanding attention to detail. You should be able to adopt a methodical and logical approach to your work, be goal-oriented, and capable of developing practical and commercially sound solutions independently. Equally important, you will be highly collaborative and an effective team player with excellent stakeholder management skills at all levels including being comfortable engaging with Board level members. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
BDO UK
Transaction Services Manager/Senior Manager
BDO UK Reading, Oxfordshire
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You will be someone with; A thorough working knowledge of Transaction Services activities ACA/ACCA qualified (or equivalent), or relevant work experience. Previous staff supervision or management experience. Excellent knowledge of MS Office, in particular Word, Powerpoint and Excel. For those involved in Capital Markets transactions a good knowledge of the relevant legislation. Excellent interpersonal skills. Demonstrates a pro-active approach to their continuous development. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Mar 18, 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 that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You will be someone with; A thorough working knowledge of Transaction Services activities ACA/ACCA qualified (or equivalent), or relevant work experience. Previous staff supervision or management experience. Excellent knowledge of MS Office, in particular Word, Powerpoint and Excel. For those involved in Capital Markets transactions a good knowledge of the relevant legislation. Excellent interpersonal skills. Demonstrates a pro-active approach to their continuous development. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
BDO UK
Financial Services Advisory Assistant Manager
BDO UK Chester, Cheshire
We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview As an Assistant Manager in the Financial Services Advisory team in Scotland, you will have the opportunity to work on a variety of engagements, gaining experience in planning and delivering a range of assurance assignments and on risk management and regulatory advisory engagements. You will play an important role in developing and maintaining deep client relationships. You will have the opportunity to further develop specialist sub sector, technical and regulatory knowledge and will also have opportunities to work with and support the wider Financial Services Advisory team and its clients in Scotland and across the UK. This role can be based in either Glasgow or Edinburgh BDO hubs. You'll be someone with: Strong written / communication skills, ability to influence, lead, engage, and manage stakeholders Demonstrable risk management and regulatory related advisory experience through working within the Financial Services sector or with Financial Services clients. Knowledge of the Financial Services sector and the UK regulatory environment Have undertaken a range of advisory and/or assurance assignments and have an understanding of how to deploy methodologies in a project environment Recognised accountancy or internal audit professional qualifications and/or memberships i.e. ICAEW, CIMA, CIIA, ACCA etc. Preferred, but not essential if the candidate has alternative relevant qualification. 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 everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across the UK thousands of unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Mar 18, 2026
Full time
We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview As an Assistant Manager in the Financial Services Advisory team in Scotland, you will have the opportunity to work on a variety of engagements, gaining experience in planning and delivering a range of assurance assignments and on risk management and regulatory advisory engagements. You will play an important role in developing and maintaining deep client relationships. You will have the opportunity to further develop specialist sub sector, technical and regulatory knowledge and will also have opportunities to work with and support the wider Financial Services Advisory team and its clients in Scotland and across the UK. This role can be based in either Glasgow or Edinburgh BDO hubs. You'll be someone with: Strong written / communication skills, ability to influence, lead, engage, and manage stakeholders Demonstrable risk management and regulatory related advisory experience through working within the Financial Services sector or with Financial Services clients. Knowledge of the Financial Services sector and the UK regulatory environment Have undertaken a range of advisory and/or assurance assignments and have an understanding of how to deploy methodologies in a project environment Recognised accountancy or internal audit professional qualifications and/or memberships i.e. ICAEW, CIMA, CIIA, ACCA etc. Preferred, but not essential if the candidate has alternative relevant qualification. 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 everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across the UK thousands of unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Infiniium Ltd
Financial Integration Manager
Infiniium Ltd Uxbridge, Middlesex
We are partnering a growing, acquisitive global business in the Technology Consulting space, who are going through an exciting period of change. After recently acquiring a competitor, they are looking to hire a qualified accountant who has a broad background in FP&A/Financial Reporting & ideally some IFRS knowledge initially on a 9-12m FTC to start asap. The ideal candidate MUST be within commuting distance of both Beckenham & Uxbridge as the role will be based 2 days a week in both locations, with 1 remotely. The Financial Integration Manager is primarily responsible for the finance integration execution to successfully integrate a newly acquired business finance team, ensuring the day-to-day financial operations continue as well as providing key independent analytics into business performance. Reporting directly to the CFO, EMEA and partnering with the senior leadership, this position will be accountable to provide rigorous financial analysis, leading finance integration workstreams through periods of transformation whilst ensuring the newly acquired business is embedded quickly accurately and at scale. In addition to these core duties, the Financial Integration Manager will also be expected to identify and mitigate financial risks arising from integration activities, streamline financial reporting processes, and support change management initiatives. The role demands a proactive approach to key stakeholder engagement, fostering collaboration across both legacy and new teams to drive operational excellence and support the achievement of strategic business objectives. Key Responsibilities Own and deliver end-to-end post-merger finance integration , including: Integration, planning, governance and execution Synergy and cost to achieve tracking Track all activity between current and acquired businesses Monthly Commentary / Analytics on Business Performance per Group Reporting Support finance system and process integration, driving standardization across the region Migration to Net Suite in Q4 Adoption of US GAAP reporting to Group Deadlines from UK GAAP Adoption of Group Accounting Policies and Controls Work with EMEA and Global Finance teams on Tax and Treasury Activities Migration to IFRS/FRS 102 for 2026 Statutory Reporting Delivery alongside business, of high quality 2027 budget, forecasts, and rolling outlooks reflecting acquisition activity Produce clear, insightful reporting for senior leadership and boards Act as a trusted finance partner during periods of rapid change and transformation Candidate Profile Qualified accountant (ACA / CIMA / ACCA), Strong FP&A background within acquisitive, complex, or PE-backed organizations Proven experience supporting M&A and finance integration Advanced financial modelling and Excel capability Comfortable operating at pace, managing ambiguity and multiple workstreams Credible communicator with senior stakeholders Must be able to commute to both Uxbridge and Beckenham Competencies Analytical Skills: Strong ability to analyze data, identify trends, and draw conclusions. Financial Modeling: Proficiency in building and maintaining financial models. Forecasting and Budgeting: Expertise in forecasting and budgeting techniques. Communication Skills: Ability to communicate financial information clearly and concisely to both technical and non-technical audiences. Problem-Solving: Ability to identify and resolve financial issues. Software Proficiency: Strong skills in Excel, financial software, and other relevant tools. Experience of NetSuite and Xero is desirable. Business Acumen: Understanding Strong written and verbal communication skills Excellent organizational skills and the ability to manage multiple projects Manages Complexity
Mar 16, 2026
Contractor
We are partnering a growing, acquisitive global business in the Technology Consulting space, who are going through an exciting period of change. After recently acquiring a competitor, they are looking to hire a qualified accountant who has a broad background in FP&A/Financial Reporting & ideally some IFRS knowledge initially on a 9-12m FTC to start asap. The ideal candidate MUST be within commuting distance of both Beckenham & Uxbridge as the role will be based 2 days a week in both locations, with 1 remotely. The Financial Integration Manager is primarily responsible for the finance integration execution to successfully integrate a newly acquired business finance team, ensuring the day-to-day financial operations continue as well as providing key independent analytics into business performance. Reporting directly to the CFO, EMEA and partnering with the senior leadership, this position will be accountable to provide rigorous financial analysis, leading finance integration workstreams through periods of transformation whilst ensuring the newly acquired business is embedded quickly accurately and at scale. In addition to these core duties, the Financial Integration Manager will also be expected to identify and mitigate financial risks arising from integration activities, streamline financial reporting processes, and support change management initiatives. The role demands a proactive approach to key stakeholder engagement, fostering collaboration across both legacy and new teams to drive operational excellence and support the achievement of strategic business objectives. Key Responsibilities Own and deliver end-to-end post-merger finance integration , including: Integration, planning, governance and execution Synergy and cost to achieve tracking Track all activity between current and acquired businesses Monthly Commentary / Analytics on Business Performance per Group Reporting Support finance system and process integration, driving standardization across the region Migration to Net Suite in Q4 Adoption of US GAAP reporting to Group Deadlines from UK GAAP Adoption of Group Accounting Policies and Controls Work with EMEA and Global Finance teams on Tax and Treasury Activities Migration to IFRS/FRS 102 for 2026 Statutory Reporting Delivery alongside business, of high quality 2027 budget, forecasts, and rolling outlooks reflecting acquisition activity Produce clear, insightful reporting for senior leadership and boards Act as a trusted finance partner during periods of rapid change and transformation Candidate Profile Qualified accountant (ACA / CIMA / ACCA), Strong FP&A background within acquisitive, complex, or PE-backed organizations Proven experience supporting M&A and finance integration Advanced financial modelling and Excel capability Comfortable operating at pace, managing ambiguity and multiple workstreams Credible communicator with senior stakeholders Must be able to commute to both Uxbridge and Beckenham Competencies Analytical Skills: Strong ability to analyze data, identify trends, and draw conclusions. Financial Modeling: Proficiency in building and maintaining financial models. Forecasting and Budgeting: Expertise in forecasting and budgeting techniques. Communication Skills: Ability to communicate financial information clearly and concisely to both technical and non-technical audiences. Problem-Solving: Ability to identify and resolve financial issues. Software Proficiency: Strong skills in Excel, financial software, and other relevant tools. Experience of NetSuite and Xero is desirable. Business Acumen: Understanding Strong written and verbal communication skills Excellent organizational skills and the ability to manage multiple projects Manages Complexity
Bionic
Insurance Coach & Quality Assurance Broker
Bionic
Elevate Your Insurance Career at Bionic! One of our fastest growing departments within Bionic - offering outstanding progression, commission scheme and your Bionic funded CII qualification! The Bionic Group We are Bionic, the UK's number one business comparison and switching service. It's our mission to make it radically easier to run a small business and earn the lifetime loyalty of British businesses. To do this, we combine world-class human service with smart technology and data. This means our tech-enabled experts can quickly match business owners with the best deals on their business essentials - energy, connectivity, insurance, and finance. We also partner with leading price comparison websites, including Compare the Market, MoneySuperMarket, Uswitch for Business, and Confused, who trust us to provide their business energy switching services. Join Us as a Broker Coach and Quality Assurance Manager We are currently seeking a Broker Coach and Quality Assurance Manager to enhance sales performance and quality. This role will work with our existing broking teams to drive profitable, compliant growth by uplifting broker capability (sales practice, product knowledge, customer outcomes) and assuring quality across calls, files, and journeys-closing the loop with coaching, technical controls and compliance process to improves conversion, retention, and regulatory outcomes. This will balance technical depth with a collaborative, coaching mindset to raise standards and outcomes. Situated in our vibrant, award-winning sales floor, you will be: Developing broker capability and coaching run monthly coaching cycles - reviewing broker calls and files and delivering structured feedback design and deliver learning on objection handling and creating good customer outcomes partner with sales leaders and technical controls and compliance teams to ensure conversation diagnostics and good broking practice is maintained across teams and ongoing monitoring is managed by team leaders Quality Assurance Conduct risk based reviews following call listening and post call audits to defined standard Monitor and align action planning to regulatory compliance reviews Document findings and possible remediation where issues have been identified Maintain an audit trail for regulatory reviews Continuous Improvement and Governance Chair monthly quality and coaching huddle - agree top themes and feedback to sales operations Work with Technical and Compliance to approve wording and guardrails Work with Technical Controls team to ensure brokers are following the right procedures and asking the right questions to fully understand the risk. Complying with regulatory requirements, including Data Protection and FCA guidance, as well as adhering to our governance and control framework About You Experience in broker distribution, sales coaching, QA / Compliance Expertise in Commercial SME Insurance with strong understanding of broker processes in a tele sales environment Proven track record in developing broking and sales capability in a compliant manner Strong understanding of Consumer Duty, FCA expectations and relevant controls Analytical mindset to interpret MI, identify patterns and to translate QA data into practical coaching and process changes Ability to build strong relationships with the operations team and sales leadership to act as a trusted advisor to sales areas Process improvement focus to investigate root cause analysis and define appropriate solutions Exceptional written and oral communication skills Progress towards relevant qualifications such as CII is preferred Upon passing probation, you'll gain full support for your CII studies, including access to our comprehensive apprenticeship programme designed to help you progress, develop your industry knowledge, and build your insurance expertise. Benefits We know that our employees are what sets us aside from our competitors, our benefits are just part of the way we say thanks. Enhance your health & wellbeing Private healthcare cover Employee Assistance Programme, including a virtual GP service, priority physio & talking therapies Eyecare scheme Taking time away from work 25 days annual leave, increasing with tenure 1 paid family & religious day of leave per year - following successful probation period 1 paid charity volunteering day per year Option to buy/sell up to an additional 3 days leave per year Family matters: for the special moments Enhanced maternity, paternity or shared parental leave 2 days off for your wedding upon joining, and up to 5 days after 2 years' service Financial wellbeing Auto-enrolled salary sacrifice pension scheme Life assurance Season ticket Loans, salary advances & loans to buy/rent a home - based on tenure Cycle to work scheme Recognition Highflyers incentive, a VIP experience for our high performers across Bionic group to celebrate success Company summer & Christmas party celebrations, business and local zonely & annual awards and recognition Long service awards
Mar 15, 2026
Full time
Elevate Your Insurance Career at Bionic! One of our fastest growing departments within Bionic - offering outstanding progression, commission scheme and your Bionic funded CII qualification! The Bionic Group We are Bionic, the UK's number one business comparison and switching service. It's our mission to make it radically easier to run a small business and earn the lifetime loyalty of British businesses. To do this, we combine world-class human service with smart technology and data. This means our tech-enabled experts can quickly match business owners with the best deals on their business essentials - energy, connectivity, insurance, and finance. We also partner with leading price comparison websites, including Compare the Market, MoneySuperMarket, Uswitch for Business, and Confused, who trust us to provide their business energy switching services. Join Us as a Broker Coach and Quality Assurance Manager We are currently seeking a Broker Coach and Quality Assurance Manager to enhance sales performance and quality. This role will work with our existing broking teams to drive profitable, compliant growth by uplifting broker capability (sales practice, product knowledge, customer outcomes) and assuring quality across calls, files, and journeys-closing the loop with coaching, technical controls and compliance process to improves conversion, retention, and regulatory outcomes. This will balance technical depth with a collaborative, coaching mindset to raise standards and outcomes. Situated in our vibrant, award-winning sales floor, you will be: Developing broker capability and coaching run monthly coaching cycles - reviewing broker calls and files and delivering structured feedback design and deliver learning on objection handling and creating good customer outcomes partner with sales leaders and technical controls and compliance teams to ensure conversation diagnostics and good broking practice is maintained across teams and ongoing monitoring is managed by team leaders Quality Assurance Conduct risk based reviews following call listening and post call audits to defined standard Monitor and align action planning to regulatory compliance reviews Document findings and possible remediation where issues have been identified Maintain an audit trail for regulatory reviews Continuous Improvement and Governance Chair monthly quality and coaching huddle - agree top themes and feedback to sales operations Work with Technical and Compliance to approve wording and guardrails Work with Technical Controls team to ensure brokers are following the right procedures and asking the right questions to fully understand the risk. Complying with regulatory requirements, including Data Protection and FCA guidance, as well as adhering to our governance and control framework About You Experience in broker distribution, sales coaching, QA / Compliance Expertise in Commercial SME Insurance with strong understanding of broker processes in a tele sales environment Proven track record in developing broking and sales capability in a compliant manner Strong understanding of Consumer Duty, FCA expectations and relevant controls Analytical mindset to interpret MI, identify patterns and to translate QA data into practical coaching and process changes Ability to build strong relationships with the operations team and sales leadership to act as a trusted advisor to sales areas Process improvement focus to investigate root cause analysis and define appropriate solutions Exceptional written and oral communication skills Progress towards relevant qualifications such as CII is preferred Upon passing probation, you'll gain full support for your CII studies, including access to our comprehensive apprenticeship programme designed to help you progress, develop your industry knowledge, and build your insurance expertise. Benefits We know that our employees are what sets us aside from our competitors, our benefits are just part of the way we say thanks. Enhance your health & wellbeing Private healthcare cover Employee Assistance Programme, including a virtual GP service, priority physio & talking therapies Eyecare scheme Taking time away from work 25 days annual leave, increasing with tenure 1 paid family & religious day of leave per year - following successful probation period 1 paid charity volunteering day per year Option to buy/sell up to an additional 3 days leave per year Family matters: for the special moments Enhanced maternity, paternity or shared parental leave 2 days off for your wedding upon joining, and up to 5 days after 2 years' service Financial wellbeing Auto-enrolled salary sacrifice pension scheme Life assurance Season ticket Loans, salary advances & loans to buy/rent a home - based on tenure Cycle to work scheme Recognition Highflyers incentive, a VIP experience for our high performers across Bionic group to celebrate success Company summer & Christmas party celebrations, business and local zonely & annual awards and recognition Long service awards
Michael Page Finance
Finance Manager
Michael Page Finance
A superb Finance Manager position has arisen in a fascinating, high growth, private equity backed SAAS company near Staines. Client Details Michael Page Finance are delighted to be partnering with a leading SAAS company based near Staines in West London. The company is a long-established provider of technology, offering software and services designed to automate and optimise. Its platforms support a variety of activities to enhance operational efficiency and serves hundreds of large businesses across the UK and Ireland, in addition to a significant number of major accounting firms, and it has built a reputation for reliability, capability, and practical usability in the technology market. Its broader offering includes strategic consulting, hosted services, outsourcing, reporting support, and training, enabling clients to better manage financial data and reduce risk across processes. Following private equity investment, the organisation is in a period of sustained growth and have a strong M&A strategy. As part of the growth they are hiring for a newly created Finance Manager. Description The Finance Manager will be responsible for the following and the role will evolve over the first 12 months: Responsible for leading the month-end close: overseeing journals, reconciliations, accruals, prepayments, and fixed assets. Keen proponent of using AI or automation to automate finance processes within month end. Leading on the integration of overseas entities and new acquisitions from both a financial and systems perspective. Preparing and submitting VAT returns and liaising with advisors on EU VAT as needed. Supporting the year-end audit process and working with external auditors. Assisting with acquisition accounting, including purchase price allocations, opening balance sheets, and integration into group reporting. Preparing group consolidations and supporting the production of consolidated numbers board packs and statutory accounts Managing and maintaining the 13 weeks cash flow forecast Contributing to the continuous improvement of financial processes, controls, and automation. Profile A successful Finance Manager will be: ACA / ACCA / CIMA qualified (or equivalent) with Industry experience in a finance team, ideally with at least one role outside of practice. Curious mindset to continually improve and automate processes. Expectation of full ownership of your own areas and enjoy the challenges of a growing business. Strong technical accounting knowledge (IFRS / UK GAAP). Experience with NetSuite (desirable); Salesforce knowledge a plus. Private Equity experience in a SAAS business (desirable) Comfortable in a dynamic, high-growth environment where systems and processes are evolving. Strong attention to detail, but pragmatic and commercially aware. Exposure to acquisition accounting and systems integration. Excellent communicator who enjoys working cross-functionally. Ambitious, proactive, and open to shaping a role as the business grows Comfortable with license/SaaS and project based revenue recognition. Job Offer The Finance Manager position comes with a competitive base salary of circa £80,000 plus bonus and comprehensive package including hybrid working. This is a real opportunity to fast track your career in a private equity environment and will give you exposure to M&A and integrations. IT - SAAS Technology
Mar 15, 2026
Full time
A superb Finance Manager position has arisen in a fascinating, high growth, private equity backed SAAS company near Staines. Client Details Michael Page Finance are delighted to be partnering with a leading SAAS company based near Staines in West London. The company is a long-established provider of technology, offering software and services designed to automate and optimise. Its platforms support a variety of activities to enhance operational efficiency and serves hundreds of large businesses across the UK and Ireland, in addition to a significant number of major accounting firms, and it has built a reputation for reliability, capability, and practical usability in the technology market. Its broader offering includes strategic consulting, hosted services, outsourcing, reporting support, and training, enabling clients to better manage financial data and reduce risk across processes. Following private equity investment, the organisation is in a period of sustained growth and have a strong M&A strategy. As part of the growth they are hiring for a newly created Finance Manager. Description The Finance Manager will be responsible for the following and the role will evolve over the first 12 months: Responsible for leading the month-end close: overseeing journals, reconciliations, accruals, prepayments, and fixed assets. Keen proponent of using AI or automation to automate finance processes within month end. Leading on the integration of overseas entities and new acquisitions from both a financial and systems perspective. Preparing and submitting VAT returns and liaising with advisors on EU VAT as needed. Supporting the year-end audit process and working with external auditors. Assisting with acquisition accounting, including purchase price allocations, opening balance sheets, and integration into group reporting. Preparing group consolidations and supporting the production of consolidated numbers board packs and statutory accounts Managing and maintaining the 13 weeks cash flow forecast Contributing to the continuous improvement of financial processes, controls, and automation. Profile A successful Finance Manager will be: ACA / ACCA / CIMA qualified (or equivalent) with Industry experience in a finance team, ideally with at least one role outside of practice. Curious mindset to continually improve and automate processes. Expectation of full ownership of your own areas and enjoy the challenges of a growing business. Strong technical accounting knowledge (IFRS / UK GAAP). Experience with NetSuite (desirable); Salesforce knowledge a plus. Private Equity experience in a SAAS business (desirable) Comfortable in a dynamic, high-growth environment where systems and processes are evolving. Strong attention to detail, but pragmatic and commercially aware. Exposure to acquisition accounting and systems integration. Excellent communicator who enjoys working cross-functionally. Ambitious, proactive, and open to shaping a role as the business grows Comfortable with license/SaaS and project based revenue recognition. Job Offer The Finance Manager position comes with a competitive base salary of circa £80,000 plus bonus and comprehensive package including hybrid working. This is a real opportunity to fast track your career in a private equity environment and will give you exposure to M&A and integrations. IT - SAAS Technology

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