Life Tax Specialist - Senior Tax Manager London Big 4 A great package and career opportunities Are you an experienced Insurance Tax Specialist at SM level (or a manager looking for a step up) with expertise in Life Tax? A leading Big 4 firm is looking for a high-calibre professional to take the lead in this niche area within their Insurance Tax team. This is a fantastic opportunity to progress your career and become the go-to Life Tax expert in a dynamic and growing practice. Key Responsibilities: Provide UK tax advice to inbound groups operating in the UK through Lloyd's platforms or general insurance operations. Lead tax input on major European insurance M&A projects, including feasibility studies and restructuring proposals. Manage tax audits for non-life insurance groups, Lloyd's entities, and UK parented insurance brokers. Support a FTSE 100 non-audit account, delivering life insurance tax advice and training to client tax teams. Advise on acquisitions, disposals, and restructuring within the insurance sector. Develop strong professional relationships with clients and internal teams. Take on a people management role, coaching and developing talent within the insurance tax team. What We're Looking For: Extensive insurance tax experience, with a strong focus on Life Tax. Background in a Big 4, Top 10, or leading insurance firm. Strong technical expertise with the ability to manage complex tax projects. Proven ability to develop client relationships and work collaboratively across teams. Experience in people management and leadership is highly desirable. This is a rare opportunity to carve out a leadership role in a prestigious firm, working on high-profile clients and projects. If you're ready to step up and make an impact, apply today!
May 12, 2025
Full time
Life Tax Specialist - Senior Tax Manager London Big 4 A great package and career opportunities Are you an experienced Insurance Tax Specialist at SM level (or a manager looking for a step up) with expertise in Life Tax? A leading Big 4 firm is looking for a high-calibre professional to take the lead in this niche area within their Insurance Tax team. This is a fantastic opportunity to progress your career and become the go-to Life Tax expert in a dynamic and growing practice. Key Responsibilities: Provide UK tax advice to inbound groups operating in the UK through Lloyd's platforms or general insurance operations. Lead tax input on major European insurance M&A projects, including feasibility studies and restructuring proposals. Manage tax audits for non-life insurance groups, Lloyd's entities, and UK parented insurance brokers. Support a FTSE 100 non-audit account, delivering life insurance tax advice and training to client tax teams. Advise on acquisitions, disposals, and restructuring within the insurance sector. Develop strong professional relationships with clients and internal teams. Take on a people management role, coaching and developing talent within the insurance tax team. What We're Looking For: Extensive insurance tax experience, with a strong focus on Life Tax. Background in a Big 4, Top 10, or leading insurance firm. Strong technical expertise with the ability to manage complex tax projects. Proven ability to develop client relationships and work collaboratively across teams. Experience in people management and leadership is highly desirable. This is a rare opportunity to carve out a leadership role in a prestigious firm, working on high-profile clients and projects. If you're ready to step up and make an impact, apply today!
Who we are GlobalData is a specialist information services business on a mission to help our clients decode the future, make better decisions and reach more customers. Using our unique data, expert analysis and innovative solutions we deliver intelligence on the world s largest industries for companies, government organisations and industry professionals. We began our journey in 2016, by combining a diverse range of specialist information services companies, with decades of trusted customer relationships and deep sector specialisms. Today, we operate as a single company and one fully integrated platform, with more than 3,500 colleagues worldwide, across 20+ industries, delivering value for over 5,000 customers. Why join GlobalData? GlobalData is at a pivotal point in its growth journey. Following multiple acquisitions and having recently received transformational investment we need curious, ambitious, courageous people to support us in achieving our vision of becoming the world s trusted source of strategic industry intelligence. Our big ambitions mean that life at GlobalData is fast paced, entrepreneurial and rewarding. We recognise the collective power of our people, and it s the collaboration of our teams that have shaped our success and will continue to do so in the future. The role GlobalData s Automotive team is looking to hire a Commercial Vehicle Analyst. This position provides a key contribution to the development of our CV market reports, working closely with industry analysts and initially focusing on the Bus Sector. What you'll be doing Market and Industry Research: Gain awareness and understanding of the regulatory, technological, and economic environment facing industry stakeholders. Conduct research into market and industry developments based on industry sources. Work alongside colleagues within the CV Team to identify, understand and summarise market trends and industry-specific issues. Data Gathering and Processing: Regular and ongoing data gathering, error checking, processing, and analysis. Maintain, monitor and ensure both integrity and consistency of the commercial vehicle database and analytical systems. Prepare regular quarterly and monthly data downloads and deliverables. Demonstrate a desire to help optimise and improve methodology and processes. Develop and Enhance Forecasts: The successful candidate will receive training in GD s automotive forecasting methodologies. In time, the analyst will be expected to take on responsibility for an element of topline and market share forecasting, with an initial focus on the Bus Sector. The analyst will collaborate with industry experts and thought leaders to gather insights and validate forecasts, ensuring they reflect the latest market intelligence. Written Analysis: Contribute to regular syndicated and specific written reports and blogs, adhering to established deadlines. In time, provide customer-facing webinars and presentations. Customer-Facing Support: Respond to internal and external requests for support through data manipulation and participation in web meetings, for example supporting the GD Sales Team and introducing prospective clients to the Automotive IC. What we're looking for Excellent written and spoken English. Excellent communication skills, with the ability to present complex information clearly and concisely to diverse audiences, including colleagues, clients, and external contacts. Experience in customer-facing presentations is a plus. Strong analytical abilities, with a talent for sourcing, absorbing, and processing new information efficiently. Proficiency in summarizing research findings with clarity and attention to detail. A proactive approach to problem-solving, coupled with a passion for staying up to date with industry trends and developments. Strong interest in market research and analysis, ideally within the automotive sector. Advanced proficiency in PC applications, particularly Excel, Word, and PowerPoint. Interest in working with large databases and numerical systems. Willingness to travel occasionally to industry events for research purposes and to represent the GD brand. Bachelor's degree required; a numerate discipline is preferred but not essential. Proven ability to work independently, manage schedules, and meet deadlines, with at least two years of relevant professional experience. In addition to a rewarding career, we support our GlobalData colleagues with a range of benefits across health, finances, fitness, travel, tech and more. To find out more about the roles and benefits on offer in your region, visit (url removed) GlobalData believes strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, we are proud to be an Equal Opportunity Employer. GlobalData is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.
May 12, 2025
Full time
Who we are GlobalData is a specialist information services business on a mission to help our clients decode the future, make better decisions and reach more customers. Using our unique data, expert analysis and innovative solutions we deliver intelligence on the world s largest industries for companies, government organisations and industry professionals. We began our journey in 2016, by combining a diverse range of specialist information services companies, with decades of trusted customer relationships and deep sector specialisms. Today, we operate as a single company and one fully integrated platform, with more than 3,500 colleagues worldwide, across 20+ industries, delivering value for over 5,000 customers. Why join GlobalData? GlobalData is at a pivotal point in its growth journey. Following multiple acquisitions and having recently received transformational investment we need curious, ambitious, courageous people to support us in achieving our vision of becoming the world s trusted source of strategic industry intelligence. Our big ambitions mean that life at GlobalData is fast paced, entrepreneurial and rewarding. We recognise the collective power of our people, and it s the collaboration of our teams that have shaped our success and will continue to do so in the future. The role GlobalData s Automotive team is looking to hire a Commercial Vehicle Analyst. This position provides a key contribution to the development of our CV market reports, working closely with industry analysts and initially focusing on the Bus Sector. What you'll be doing Market and Industry Research: Gain awareness and understanding of the regulatory, technological, and economic environment facing industry stakeholders. Conduct research into market and industry developments based on industry sources. Work alongside colleagues within the CV Team to identify, understand and summarise market trends and industry-specific issues. Data Gathering and Processing: Regular and ongoing data gathering, error checking, processing, and analysis. Maintain, monitor and ensure both integrity and consistency of the commercial vehicle database and analytical systems. Prepare regular quarterly and monthly data downloads and deliverables. Demonstrate a desire to help optimise and improve methodology and processes. Develop and Enhance Forecasts: The successful candidate will receive training in GD s automotive forecasting methodologies. In time, the analyst will be expected to take on responsibility for an element of topline and market share forecasting, with an initial focus on the Bus Sector. The analyst will collaborate with industry experts and thought leaders to gather insights and validate forecasts, ensuring they reflect the latest market intelligence. Written Analysis: Contribute to regular syndicated and specific written reports and blogs, adhering to established deadlines. In time, provide customer-facing webinars and presentations. Customer-Facing Support: Respond to internal and external requests for support through data manipulation and participation in web meetings, for example supporting the GD Sales Team and introducing prospective clients to the Automotive IC. What we're looking for Excellent written and spoken English. Excellent communication skills, with the ability to present complex information clearly and concisely to diverse audiences, including colleagues, clients, and external contacts. Experience in customer-facing presentations is a plus. Strong analytical abilities, with a talent for sourcing, absorbing, and processing new information efficiently. Proficiency in summarizing research findings with clarity and attention to detail. A proactive approach to problem-solving, coupled with a passion for staying up to date with industry trends and developments. Strong interest in market research and analysis, ideally within the automotive sector. Advanced proficiency in PC applications, particularly Excel, Word, and PowerPoint. Interest in working with large databases and numerical systems. Willingness to travel occasionally to industry events for research purposes and to represent the GD brand. Bachelor's degree required; a numerate discipline is preferred but not essential. Proven ability to work independently, manage schedules, and meet deadlines, with at least two years of relevant professional experience. In addition to a rewarding career, we support our GlobalData colleagues with a range of benefits across health, finances, fitness, travel, tech and more. To find out more about the roles and benefits on offer in your region, visit (url removed) GlobalData believes strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, we are proud to be an Equal Opportunity Employer. GlobalData is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.
Join the UK's leading M&A services business. The strength and depth of the Deloitte offering across the M&A spectrum from Lead Advisory through Transaction Services to Post-merger Integration is unrivalled. You will join the market leading Equity Capital Markets, Finance, and Transaction Management Office ("EFT") team and will have the opportunity to work on high profile transactions covering equity capital markets, corporate and private equity transactions across a range of industries, within a highly commercial, client focused environment. We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity Your opportunity This is your opportunity to join Deloitte's growing Transaction Management team that sits in the wider Transaction Services group within Financial Advisory. You will work on high profile assignments with some of the best in the field, across a wide variety of transactions covering equity capital markets, corporate mergers and acquisitions and private equity transactions, within a highly commercial, client focussed environment. Our Transaction Management team is a group of specialist programme managers who have successfully advised on some of the largest cross-border deals of recent years. We deploy experienced professionals with deep equity capital markets and M&A process knowledge who can own discreet workstreams or be deployed across the transaction as a central programme team. The team work alongside client management and other advisers to reduce transaction execution risks and safeguard value. Typically, we operate alongside colleagues providing our clients with a multi-disciplinary and end-to-end transaction assist service which accesses Deloitte's vast range of specialist expertise including: commercial and operational due diligence, sale and purchase agreement negotiation, real estate, treasury, pensions, modelling, ESG, merger integration or separation, IT and business intelligence. We regularly work on international assignments involving cross-border as well as cross-service line teams requiring our people to build wide networks across both the UK and International firms. We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us. Your role You will primarily focus on providing clients with dedicated transaction programme management support for domestic and international deals including acquisitions, divestitures, IPOs, mergers and demergers. Crucially, you will be part of the deal leadership team on projects, assisting senior client stakeholders to manage large and complex transactions from inception through to delivery. This role requires significant exposure to and interaction with senior strategic and financial decision-makers at our client's stakeholders, so a desire to work in a client engagement environment is essential. Your responsibilities will vary per project and are unique to each transaction however the key responsibilities below give some insight into what the role will entail. Responsibilities: Bring capital markets / M&A transaction expertise and insight to the overall transaction preparation and execution process; Support company transaction leads in establishing and setting up the overall transaction and workstream structure; Work with company transaction leads, investment banks and other advisors to develop the overall transaction timetable, roadmap and plan, then work closely with workstream leads to develop and deliver on these workstream plan Design and development of programme structure and governance forums; Primary point of contact and stakeholder management across all transaction stakeholders (e.g. company-side teams and advisors, including banks, lawyers and Deloitte subject matter experts); Lead discussions with external and internal stakeholders in respect of overall transaction and workstream status, action tracking, risks, issues, dependencies and budget reporting; Input into and support the drafting of key transaction documents (e.g. Prospectus, Circular, Investment Memorandum, Management Presentations etc).; Co-ordination of company-side diligence, data room, information request and verification activities; Lead and co-ordinate transaction steering committees and working group meetings; Oversee the preparation of presentations, Board and steering committee papers and materials, decision-making packs for both internal and external audiences, in order to support transaction preparation and execution; Lead business development opportunities with clients and Deloitte network; Work effectively in diverse teams within an inclusive team culture where people are recognised for their contribution; Oversee Deloitte team budget development and cost tracking and reporting; Be a key part of the leadership group who run and drive the overall TMO practice, proposition, team and community. Connect to your skills and professional experience Advanced programme or project management skillset with a track record of delivering projects successfully in a client-facing environment; Demonstrable track record of working with high profile, complex client engagements; Previous experience in/ exposure to capital market and/or M&A transactions, ideally from an investment banking, corporate finance advisory or corporate development environment; A thorough understanding of key stages and phases of deal preparation and execution processes; Excellent oral and written communication skills, as well as interpersonal skills; Demonstrable track record of operating, communicating with and presenting to senior internal and external stakeholders; Awareness and understanding of listing rules and regulations for key global exchanges (LSE, NYSE etc.); Familiarity with key financial and accounting concepts in the context of a capital markets and/or M&A transaction; A positive, proactive and can-do attitude and demonstrated commitment to excellence; Exceptional academic background or equivalent experience; Excellent problem solving and analytical skills; Excellent powerpoint and presentation skills; Strong excel skills - quick and accurate manipulation of data; Strong commercial acumen and market awareness; and Strong client focus - be focussed on high quality service. Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Mergers and Acquisitions We challenge dealmakers to expect more and to see beyond the deal to create sustainable value for shareholders, employees and society. We support corporates, private equity and financial investors across the full M&A lifecycle and are committed to identifying and delivering sustainable value at every stage of the deal. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "It's such an inspiring place to work; everyone you talk to is working on something interesting. There are always so many exciting things to get involved with that it is a challenge to prioritise where to spend your time. Everyone always says, "it's the people," and that's true." Our hybrid working policy . click apply for full job details
May 11, 2025
Full time
Join the UK's leading M&A services business. The strength and depth of the Deloitte offering across the M&A spectrum from Lead Advisory through Transaction Services to Post-merger Integration is unrivalled. You will join the market leading Equity Capital Markets, Finance, and Transaction Management Office ("EFT") team and will have the opportunity to work on high profile transactions covering equity capital markets, corporate and private equity transactions across a range of industries, within a highly commercial, client focused environment. We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity Your opportunity This is your opportunity to join Deloitte's growing Transaction Management team that sits in the wider Transaction Services group within Financial Advisory. You will work on high profile assignments with some of the best in the field, across a wide variety of transactions covering equity capital markets, corporate mergers and acquisitions and private equity transactions, within a highly commercial, client focussed environment. Our Transaction Management team is a group of specialist programme managers who have successfully advised on some of the largest cross-border deals of recent years. We deploy experienced professionals with deep equity capital markets and M&A process knowledge who can own discreet workstreams or be deployed across the transaction as a central programme team. The team work alongside client management and other advisers to reduce transaction execution risks and safeguard value. Typically, we operate alongside colleagues providing our clients with a multi-disciplinary and end-to-end transaction assist service which accesses Deloitte's vast range of specialist expertise including: commercial and operational due diligence, sale and purchase agreement negotiation, real estate, treasury, pensions, modelling, ESG, merger integration or separation, IT and business intelligence. We regularly work on international assignments involving cross-border as well as cross-service line teams requiring our people to build wide networks across both the UK and International firms. We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us. Your role You will primarily focus on providing clients with dedicated transaction programme management support for domestic and international deals including acquisitions, divestitures, IPOs, mergers and demergers. Crucially, you will be part of the deal leadership team on projects, assisting senior client stakeholders to manage large and complex transactions from inception through to delivery. This role requires significant exposure to and interaction with senior strategic and financial decision-makers at our client's stakeholders, so a desire to work in a client engagement environment is essential. Your responsibilities will vary per project and are unique to each transaction however the key responsibilities below give some insight into what the role will entail. Responsibilities: Bring capital markets / M&A transaction expertise and insight to the overall transaction preparation and execution process; Support company transaction leads in establishing and setting up the overall transaction and workstream structure; Work with company transaction leads, investment banks and other advisors to develop the overall transaction timetable, roadmap and plan, then work closely with workstream leads to develop and deliver on these workstream plan Design and development of programme structure and governance forums; Primary point of contact and stakeholder management across all transaction stakeholders (e.g. company-side teams and advisors, including banks, lawyers and Deloitte subject matter experts); Lead discussions with external and internal stakeholders in respect of overall transaction and workstream status, action tracking, risks, issues, dependencies and budget reporting; Input into and support the drafting of key transaction documents (e.g. Prospectus, Circular, Investment Memorandum, Management Presentations etc).; Co-ordination of company-side diligence, data room, information request and verification activities; Lead and co-ordinate transaction steering committees and working group meetings; Oversee the preparation of presentations, Board and steering committee papers and materials, decision-making packs for both internal and external audiences, in order to support transaction preparation and execution; Lead business development opportunities with clients and Deloitte network; Work effectively in diverse teams within an inclusive team culture where people are recognised for their contribution; Oversee Deloitte team budget development and cost tracking and reporting; Be a key part of the leadership group who run and drive the overall TMO practice, proposition, team and community. Connect to your skills and professional experience Advanced programme or project management skillset with a track record of delivering projects successfully in a client-facing environment; Demonstrable track record of working with high profile, complex client engagements; Previous experience in/ exposure to capital market and/or M&A transactions, ideally from an investment banking, corporate finance advisory or corporate development environment; A thorough understanding of key stages and phases of deal preparation and execution processes; Excellent oral and written communication skills, as well as interpersonal skills; Demonstrable track record of operating, communicating with and presenting to senior internal and external stakeholders; Awareness and understanding of listing rules and regulations for key global exchanges (LSE, NYSE etc.); Familiarity with key financial and accounting concepts in the context of a capital markets and/or M&A transaction; A positive, proactive and can-do attitude and demonstrated commitment to excellence; Exceptional academic background or equivalent experience; Excellent problem solving and analytical skills; Excellent powerpoint and presentation skills; Strong excel skills - quick and accurate manipulation of data; Strong commercial acumen and market awareness; and Strong client focus - be focussed on high quality service. Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Mergers and Acquisitions We challenge dealmakers to expect more and to see beyond the deal to create sustainable value for shareholders, employees and society. We support corporates, private equity and financial investors across the full M&A lifecycle and are committed to identifying and delivering sustainable value at every stage of the deal. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "It's such an inspiring place to work; everyone you talk to is working on something interesting. There are always so many exciting things to get involved with that it is a challenge to prioritise where to spend your time. Everyone always says, "it's the people," and that's true." Our hybrid working policy . click apply for full job details
TransUnion's Job Applicant Privacy Notice What We'll Bring: We Are TransUnion: TransUnion is a major credit reference agency, and we offer specialist services in fraud, identity and risk management, automated decisioning and demographics. We support organisations across a variety of sectors including finance, retail, telecommunications, utilities, gaming, government and insurance. What You'll Bring: We're looking for a Product Manager to join our growing team. Day to Day You'll Be: Develop a strategy and roadmap of developments for one or more products, working with stakeholders across the business to deliver including development of business cases and buy-in from the business. Make the case for new product enhancements based on commercial need, ability to deliver, wider UK Solutions strategy and scalability. Own product roadmap and ensure it reflects market, client challenges, competitive landscape and sales requirements, and that costs are accurately assessed and monitored. Strategically focused, obtains voice of the customer, undertakes ideation/product discovery and continually assesses the market and competitive threats. Prioritise resources across your product line, balancing the conflicting requirements of different products and markets, and business and technical priorities where necessary. Ensure product strategy and roadmaps are communicated. Use best practices and knowledge of internal and external business issues to improve products/services or processes. Engage with key stakeholders to drive development and completion of projects, aligning with business strategy, Group policies and regulatory requirements. Provide support and leadership where appropriate on specific projects. Measure product performance and KPIs including revenue and churn, product sales, feature usage, win/loss. Ensure all product development is compliant with the requirements of the Product Governance and Management Policy and Product Quality Standard. Ongoing management of product performance to ensure business cases and defined benefits/performance expectations are fully realised, ongoing compliance with legal and regulatory requirements with any issues and/or incidents managed to resolution. Contribute to the business objective of improving TransUnion's Net Promoter Score through the effective completion of product development and product management activities. May manage/train/mentor junior staff. Essential Skills & Experience: Credible, authoritative and able to lead and deliver strategy. Strong intellect, capable of analytical and strategic thinking and complex problem solving and prioritisation. Commercially astute with a track record of delivery of numbers based on forecasting and budget requirements. Understanding of key markets and trends with an enthusiasm for innovation and new technology. Highly articulate with effective verbal and written communication skills to influence a range of senior internal and external stakeholders. Disciplined with strong planning and organisation skills and the ability to balance multiple conflicting priorities. Educated to degree level. Impact You'll Make: What's In It For You? At TransUnion you will be joining a friendly, forward-thinking global business. As well as an excellent salary and bonus scheme or commission scheme (if joining our sales teams) our benefits package includes: 26 days' annual leave + bank holidays (increasing with service). Global paid wellness days off + a bonus day off to celebrate your birthday. A generous contributory pension scheme + access to the TransUnion Employee Stock Purchase Plan. Private health care + a variety of physical, mental and financial fitness wellbeing programmes such as access to mindfulness tools. Access to our diversity forums and communities so you can get involved in causes close to your heart. TransUnion - a place to grow: If there's something on the list of essential/desirable skills that you can't quite tick off, don't let that put you off applying. We are open to exploring training and development opportunities for the right candidate to ensure you are successful. We know imposter syndrome is real; let's confront it so we can continue to grow and thrive together. Flexibility at TU: We recognise that our people need the freedom to balance their day-to-day lives with their work. This is why we've set out to create inclusive and flexible policies and practices for you to accommodate all your responsibilities and needs: children, family and beyond. If the role is advertised as full time, don't let this stop you from applying. Let us know if you're looking for a part-time or flexible working arrangement and we can discuss this with you. Additional Support: At TransUnion, we're committed to fostering an inclusive and diverse workplace where all individual's talents and perspectives are valued. When you apply for a position with us, you're not just joining a team, you're becoming part of a community that celebrates differences and embraces equality. We understand that everyone has different needs, which is why we offer a range of reasonable adjustments to our recruitment process. Please let us know if you require any reasonable adjustments to help you through the application process or to attend an interview with us by contacting . Interview & Hiring Process: Most of our recruitment processes are virtual, so you'll get to know our hiring managers and teams over the phone and through video. If we need you to attend a physical in-person interview, your recruiter will inform you of this. We do not accept any unsolicited CVs from recruitment agencies. If you are a recruitment agency on our PSL, our talent team will contact you directly should we require any assistance. Find out more about Life At TU UK: Twitter LinkedIn This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week. TransUnion Job Title: Advisor, Product Management Beware of scams tied to potential career opportunities. If you received a link, email, text or social media communication you weren't expecting from TransUnion, take a moment to confirm the relevant information. Be wary when providing personal information. Contact or for assistance. TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. We make trust possible by ensuring each person is reliably represented in the marketplace. We do this with a Tru picture of each person: an actionable view of consumers, stewarded with care. Through our acquisitions and technology investments, we have developed innovative solutions that extend beyond our strong foundation in core credit into areas such as marketing, fraud, risk and advanced analytics. As a result, consumers and businesses can transact with confidence and achieve great things. We call this Information for Good - and it leads to economic opportunity, great experiences and personal empowerment for millions of people around the world.
May 11, 2025
Full time
TransUnion's Job Applicant Privacy Notice What We'll Bring: We Are TransUnion: TransUnion is a major credit reference agency, and we offer specialist services in fraud, identity and risk management, automated decisioning and demographics. We support organisations across a variety of sectors including finance, retail, telecommunications, utilities, gaming, government and insurance. What You'll Bring: We're looking for a Product Manager to join our growing team. Day to Day You'll Be: Develop a strategy and roadmap of developments for one or more products, working with stakeholders across the business to deliver including development of business cases and buy-in from the business. Make the case for new product enhancements based on commercial need, ability to deliver, wider UK Solutions strategy and scalability. Own product roadmap and ensure it reflects market, client challenges, competitive landscape and sales requirements, and that costs are accurately assessed and monitored. Strategically focused, obtains voice of the customer, undertakes ideation/product discovery and continually assesses the market and competitive threats. Prioritise resources across your product line, balancing the conflicting requirements of different products and markets, and business and technical priorities where necessary. Ensure product strategy and roadmaps are communicated. Use best practices and knowledge of internal and external business issues to improve products/services or processes. Engage with key stakeholders to drive development and completion of projects, aligning with business strategy, Group policies and regulatory requirements. Provide support and leadership where appropriate on specific projects. Measure product performance and KPIs including revenue and churn, product sales, feature usage, win/loss. Ensure all product development is compliant with the requirements of the Product Governance and Management Policy and Product Quality Standard. Ongoing management of product performance to ensure business cases and defined benefits/performance expectations are fully realised, ongoing compliance with legal and regulatory requirements with any issues and/or incidents managed to resolution. Contribute to the business objective of improving TransUnion's Net Promoter Score through the effective completion of product development and product management activities. May manage/train/mentor junior staff. Essential Skills & Experience: Credible, authoritative and able to lead and deliver strategy. Strong intellect, capable of analytical and strategic thinking and complex problem solving and prioritisation. Commercially astute with a track record of delivery of numbers based on forecasting and budget requirements. Understanding of key markets and trends with an enthusiasm for innovation and new technology. Highly articulate with effective verbal and written communication skills to influence a range of senior internal and external stakeholders. Disciplined with strong planning and organisation skills and the ability to balance multiple conflicting priorities. Educated to degree level. Impact You'll Make: What's In It For You? At TransUnion you will be joining a friendly, forward-thinking global business. As well as an excellent salary and bonus scheme or commission scheme (if joining our sales teams) our benefits package includes: 26 days' annual leave + bank holidays (increasing with service). Global paid wellness days off + a bonus day off to celebrate your birthday. A generous contributory pension scheme + access to the TransUnion Employee Stock Purchase Plan. Private health care + a variety of physical, mental and financial fitness wellbeing programmes such as access to mindfulness tools. Access to our diversity forums and communities so you can get involved in causes close to your heart. TransUnion - a place to grow: If there's something on the list of essential/desirable skills that you can't quite tick off, don't let that put you off applying. We are open to exploring training and development opportunities for the right candidate to ensure you are successful. We know imposter syndrome is real; let's confront it so we can continue to grow and thrive together. Flexibility at TU: We recognise that our people need the freedom to balance their day-to-day lives with their work. This is why we've set out to create inclusive and flexible policies and practices for you to accommodate all your responsibilities and needs: children, family and beyond. If the role is advertised as full time, don't let this stop you from applying. Let us know if you're looking for a part-time or flexible working arrangement and we can discuss this with you. Additional Support: At TransUnion, we're committed to fostering an inclusive and diverse workplace where all individual's talents and perspectives are valued. When you apply for a position with us, you're not just joining a team, you're becoming part of a community that celebrates differences and embraces equality. We understand that everyone has different needs, which is why we offer a range of reasonable adjustments to our recruitment process. Please let us know if you require any reasonable adjustments to help you through the application process or to attend an interview with us by contacting . Interview & Hiring Process: Most of our recruitment processes are virtual, so you'll get to know our hiring managers and teams over the phone and through video. If we need you to attend a physical in-person interview, your recruiter will inform you of this. We do not accept any unsolicited CVs from recruitment agencies. If you are a recruitment agency on our PSL, our talent team will contact you directly should we require any assistance. Find out more about Life At TU UK: Twitter LinkedIn This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week. TransUnion Job Title: Advisor, Product Management Beware of scams tied to potential career opportunities. If you received a link, email, text or social media communication you weren't expecting from TransUnion, take a moment to confirm the relevant information. Be wary when providing personal information. Contact or for assistance. TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. We make trust possible by ensuring each person is reliably represented in the marketplace. We do this with a Tru picture of each person: an actionable view of consumers, stewarded with care. Through our acquisitions and technology investments, we have developed innovative solutions that extend beyond our strong foundation in core credit into areas such as marketing, fraud, risk and advanced analytics. As a result, consumers and businesses can transact with confidence and achieve great things. We call this Information for Good - and it leads to economic opportunity, great experiences and personal empowerment for millions of people around the world.
Our client seeks an Associate Director to join their team. Key Responsibilities: Provide close team and client management support to ensure an excellent quality of service, consistency and support the Business' organic growth objectives. Actively participate, lead and manage all aspects and activities relating to the development. Meet or exceed key financial and non-financial targets, maximising revenues whilst retaining focus on cost efficiency. Pro-actively contribute to initiatives to improve processes to drive operational excellence. Implement a culture of shared knowledge and delegated responsibility within the team(s) and take responsibility for all allocated client relationships. Act as the key point of client contact for allocated relationships, coordinating the team(s) in respect of client deliverables, deadline management and the overall quality of all deliverables. Ensure that risk management processes are embedded in the culture, operations and systems used by all staff, driving and exemplifying adherence to agreed policies, procedures and applicable regulation. Act as a role model to implement a culture which supports the Group Values and ensure engagement of all staff to deliver excellent client service, operational effectiveness and efficiencies. Actively lead and perform in line with the Group initiatives. Proactively participate in the promotion of a constructive "pro-compliance" culture at both local and Group level. Ensure the corporate brand is upheld at all times and represent the Company professionally at client meetings and events and enact the ethos of the Company. Work collaboratively with colleagues across locations to develop and implement intermediary visit plans and report on progress. Build and maintain effective relationships with stakeholders, clients regulatory bodies and other professional intermediaries and contacts to ensure that staff understand and are able to respond appropriately to developments as they arise. Develop the capability and performance of staff in the client service team on an ongoing basis to meet the needs of the business line now and in the future, ensuring an environment of shared knowledge and learning exists to deliver superior client service. Act as a role model through effective positive leadership behaviours to engender an environment of teamwork and collaboration, across own function and across all jurisdictions, demonstrating drive, passion, positivity towards change, teamwork, and a clear focus and commitment in driving and achieving the Group's vision and strategic goals. Manage on a day-to-day basis all staff to ensure achievement of business goals. Responsible for ensuring the career aspirations and development needs of any direct reports is managed by holding effective "Everyday Conversations." Pro-actively manage own development, encompassing both technical and leadership requirements to a level appropriate to role that supports the Group Values. Identify and implement improvements to client service delivery where agreed. Motivate all staff and ensure they are fully aware of the clients' strategic objectives and have in place their own personal objectives which are aligned to ensure successful achievement and delivery of goals. Deliver agreed standards for client service and monitor performance on a regular basis. Prepare, present and evaluate any resulting new business proposals. Implement plans that integrate new acquisitions into the team, ensuring a consistent standard of client servicing and operational processes, risk, compliance and cost management are embedded. As the subject matter expert, ensure successful implementation of changes which improve operational practices. Manage the provision of environmental development information and communicate with Client Services Directors and the Managing Director. Deliver the targets within own functional area for revenue, utilisation, recoverability, EBITDA margin, and cash collection. Implement operational efficiencies and agree remedial or improvement actions with accountable First Names. Actively participate in Business Development processes and initiatives, as appropriate. Maintain a high level of competitor and industry awareness. Maintain existing and new client relationships and actively seek opportunities for growth. Act as an authorised signatory for client matters. Ensure compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes. Use your own judgement to bring to the attention of (senior) management any issues which you feel appropriate, in particular ensuring that concerns and identified risks are reported in a timely and effective manner. Ensure adequate resources are allocated to supporting the Group Risk Framework for implementing new initiatives, ongoing reporting and BAU activities. Assign clear responsibilities and accountabilities for the Identification and escalation of risk issues. Ensure that risk management processes are embedded in the culture, operations and systems used by all staff members in the function, driving and exemplifying adherence to agreed policies, procedures and applicable regulation. Discharge the responsibilities as detailed for senior management in the Group Risk Management Policy. Maintain up-to-date information on developments in the regulatory environment that affect the business and ensure compliance at all times. Key Skills and Experience: Excellent knowledge of offshore financial services and underlying product and service rationales, technologies and regulatory environments. Professionally qualified and holder of a relevant qualification from a recognised professional body / Financial Institution. Evidence of Continued Professional Development. Extensive experience within the offshore trust Industry. Corporate Governance experience and an understanding and experience of risk mitigation. Excellent leadership and management skills. Effective influencing skills and an ability to lead within own functional area. Evidence of role modelling effective skills as a team player and promoting teamwork and collaboration amongst others. Evidence of commitment to high standard of customer service based on understanding needs and delivering solutions. Experience of working closely with Regulators. Excellent written and verbal communication skills. Highly effective listening skills and able to make and communicate rational judgments in a decisive manner. Developing knowledge and experience of successfully recruiting high calibre individuals to feed the talent pipeline for immediate needs and longer-term needs of a business. Your specialist: Sally Fenton Quote job ref: 14034
May 11, 2025
Full time
Our client seeks an Associate Director to join their team. Key Responsibilities: Provide close team and client management support to ensure an excellent quality of service, consistency and support the Business' organic growth objectives. Actively participate, lead and manage all aspects and activities relating to the development. Meet or exceed key financial and non-financial targets, maximising revenues whilst retaining focus on cost efficiency. Pro-actively contribute to initiatives to improve processes to drive operational excellence. Implement a culture of shared knowledge and delegated responsibility within the team(s) and take responsibility for all allocated client relationships. Act as the key point of client contact for allocated relationships, coordinating the team(s) in respect of client deliverables, deadline management and the overall quality of all deliverables. Ensure that risk management processes are embedded in the culture, operations and systems used by all staff, driving and exemplifying adherence to agreed policies, procedures and applicable regulation. Act as a role model to implement a culture which supports the Group Values and ensure engagement of all staff to deliver excellent client service, operational effectiveness and efficiencies. Actively lead and perform in line with the Group initiatives. Proactively participate in the promotion of a constructive "pro-compliance" culture at both local and Group level. Ensure the corporate brand is upheld at all times and represent the Company professionally at client meetings and events and enact the ethos of the Company. Work collaboratively with colleagues across locations to develop and implement intermediary visit plans and report on progress. Build and maintain effective relationships with stakeholders, clients regulatory bodies and other professional intermediaries and contacts to ensure that staff understand and are able to respond appropriately to developments as they arise. Develop the capability and performance of staff in the client service team on an ongoing basis to meet the needs of the business line now and in the future, ensuring an environment of shared knowledge and learning exists to deliver superior client service. Act as a role model through effective positive leadership behaviours to engender an environment of teamwork and collaboration, across own function and across all jurisdictions, demonstrating drive, passion, positivity towards change, teamwork, and a clear focus and commitment in driving and achieving the Group's vision and strategic goals. Manage on a day-to-day basis all staff to ensure achievement of business goals. Responsible for ensuring the career aspirations and development needs of any direct reports is managed by holding effective "Everyday Conversations." Pro-actively manage own development, encompassing both technical and leadership requirements to a level appropriate to role that supports the Group Values. Identify and implement improvements to client service delivery where agreed. Motivate all staff and ensure they are fully aware of the clients' strategic objectives and have in place their own personal objectives which are aligned to ensure successful achievement and delivery of goals. Deliver agreed standards for client service and monitor performance on a regular basis. Prepare, present and evaluate any resulting new business proposals. Implement plans that integrate new acquisitions into the team, ensuring a consistent standard of client servicing and operational processes, risk, compliance and cost management are embedded. As the subject matter expert, ensure successful implementation of changes which improve operational practices. Manage the provision of environmental development information and communicate with Client Services Directors and the Managing Director. Deliver the targets within own functional area for revenue, utilisation, recoverability, EBITDA margin, and cash collection. Implement operational efficiencies and agree remedial or improvement actions with accountable First Names. Actively participate in Business Development processes and initiatives, as appropriate. Maintain a high level of competitor and industry awareness. Maintain existing and new client relationships and actively seek opportunities for growth. Act as an authorised signatory for client matters. Ensure compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes. Use your own judgement to bring to the attention of (senior) management any issues which you feel appropriate, in particular ensuring that concerns and identified risks are reported in a timely and effective manner. Ensure adequate resources are allocated to supporting the Group Risk Framework for implementing new initiatives, ongoing reporting and BAU activities. Assign clear responsibilities and accountabilities for the Identification and escalation of risk issues. Ensure that risk management processes are embedded in the culture, operations and systems used by all staff members in the function, driving and exemplifying adherence to agreed policies, procedures and applicable regulation. Discharge the responsibilities as detailed for senior management in the Group Risk Management Policy. Maintain up-to-date information on developments in the regulatory environment that affect the business and ensure compliance at all times. Key Skills and Experience: Excellent knowledge of offshore financial services and underlying product and service rationales, technologies and regulatory environments. Professionally qualified and holder of a relevant qualification from a recognised professional body / Financial Institution. Evidence of Continued Professional Development. Extensive experience within the offshore trust Industry. Corporate Governance experience and an understanding and experience of risk mitigation. Excellent leadership and management skills. Effective influencing skills and an ability to lead within own functional area. Evidence of role modelling effective skills as a team player and promoting teamwork and collaboration amongst others. Evidence of commitment to high standard of customer service based on understanding needs and delivering solutions. Experience of working closely with Regulators. Excellent written and verbal communication skills. Highly effective listening skills and able to make and communicate rational judgments in a decisive manner. Developing knowledge and experience of successfully recruiting high calibre individuals to feed the talent pipeline for immediate needs and longer-term needs of a business. Your specialist: Sally Fenton Quote job ref: 14034
Overview THE FIRM Montagu Evans is an independent, market leading property consultancy. Headquartered in London with offices in Scotland and Manchester. Our work encompasses planning and development, valuations and transactions across the United Kingdom. We're a group of people that are excellent individually and exceptional together. We're people that care about people, not just bricks and mortar. We care about our legacy, we create spaces that people use to live, work, communicate and connect. We're a partnership and the people who run the business are empowered to create their own teams to exceed our client's requests. This highly flexible and collaborative approach, tailoring the talent to the complexity of the work, has enabled us to develop an exceptional business that has spanned nearly a century. We encourage an honest and straightforward approach to our work and relationships. We embrace individuality, whilst relying on working together and never accepting the status quo. We give everyone the opportunity to be the best version of themselves. We trust and support each other. We recognise that our people are the heart of our success and only by identifying, supporting and promoting them will we be able to provide continued outstanding client service. Together we are Montagu Evans. Montagu Evans is committed to maintaining an inclusive work environment. One that embraces everyone. Read more here THE TEAM This position sits within our successful and market-leading Valuation & Investment Advisory team, which is structured through 'Commercial' Valuation, 'Specialist' Valuation and 'Investment Advisory' workstreams. The team provides a focused yet diverse range of services to both public and private sector clients. These include purchase and disposal reports, asset valuations, option appraisals, secured lending valuations, credit assessments, alternative use evaluations, portfolio strategy advice, overage and expert witness/dispute resolution advice - all of which is underpinned by valuation expertise. With growing demand for its services from both established and new clients, the team has ambitious plans for expansion. We are seeking an Associate to specialise in Portfolio based valuation work, predominantly for public sector bodies, with a focus on investment assets. This is a pivotal role that involves delivering a wide range of valuation-focused advice while managing and mentoring a team of surveyors and graduate surveyors. The position provides a fantastic opportunity to contribute to a thriving team and to advance your career within a highly successful partnership. For the right candidate, this role offers clear pathways for professional growth and progression in an exciting and supportive environment. ROLE OVERVIEW We are seeking an experienced and motivated Associate to join our dynamic team, focusing on a diverse range of public and private sector portfolio work. This role is integral to providing high-quality valuation services, primarily for local authorities and their operational and investment assets across the UK. Key Responsibilities: Portfolio Valuations : Undertake valuations for local authorities, including operational assets (e.g., civic buildings, leisure facilities) and investment portfolios. Purchase and Disposal Valuations: Provide robust and accurate valuations to support acquisitions and disposals, ensuring compliance with client objectives and relevant standards. S123 Valuations: Deliver valuations under Section 123 of the Local Government Act 1972, ensuring best consideration is achieved. Ad Hoc Valuations: Support a variety of instructions, including development appraisals, asset reviews, and viability assessments, to meet evolving client needs. Collaboration with Wider Team : Work closely with colleagues across the valuation and advisory team on diverse instructions, contributing to a wide range of projects and initiatives. Client Liaison: Build and maintain strong relationships with public and private sector clients, ensuring a clear understanding of their objectives and delivering tailored valuation advice. In this role, you will also collaborate with cross-disciplinary teams, including Planning, Development, and Agency, to deliver integrated, value-driven solutions. As part of a forward-thinking team, you'll be encouraged to stay ahead of market trends, expand your knowledge base, and actively contribute to business growth. We offer a supportive and dynamic environment, with opportunities for professional development, exposure to a wide range of projects, and the chance to work alongside some of the industry's most respected professionals. This role is ideal for an ambitious, client-focused individual looking to advance their career within a leading property consultancy. MAIN DUTIES RESPONSIBILITIES & ACCOUNTABILITIES Valuation Expertise: Undertake property valuations for a variety of purposes, including investment, development, and financial reporting. Apply RICS Valuation - Global Standards (the "Red Book") to produce detailed, compliant reports. Conduct in-depth market analysis and apply valuation methodologies to a range of asset types, including commercial and mixed-use properties. Client Advisory: Develop and maintain strong client relationships, acting as a trusted advisor. Collaborate with clients to understand their goals, delivering strategic insights and recommendations. Team Collaboration and Leadership: Contribute to team growth by mentoring junior team members and sharing expertise. Collaborate with other Montagu Evans teams, including Planning, Development, and Agency, to provide integrated advice. Market Engagement: Stay informed on market trends, regulatory changes, and economic factors affecting the property sector. Represent Montagu Evans at industry events and networking opportunities. DESIRED KNOWLEDGE, SKILLS, EXPERIENCE & QUALIFICATION MRICS qualified and competent in standard RICS Red Book valuations. High attention to detail, well organised and a good initiative level. Strong verbal, numerical and report writing skills. Excellent communication skills. A team player with leadership potential. Strategic approach to problem solving. Highly motivated. An ability to utilise varying methods of valuation. Computer literate - you will be expected to be conversant with Excel, Word, Argus (Enterprise and Developer).
May 11, 2025
Full time
Overview THE FIRM Montagu Evans is an independent, market leading property consultancy. Headquartered in London with offices in Scotland and Manchester. Our work encompasses planning and development, valuations and transactions across the United Kingdom. We're a group of people that are excellent individually and exceptional together. We're people that care about people, not just bricks and mortar. We care about our legacy, we create spaces that people use to live, work, communicate and connect. We're a partnership and the people who run the business are empowered to create their own teams to exceed our client's requests. This highly flexible and collaborative approach, tailoring the talent to the complexity of the work, has enabled us to develop an exceptional business that has spanned nearly a century. We encourage an honest and straightforward approach to our work and relationships. We embrace individuality, whilst relying on working together and never accepting the status quo. We give everyone the opportunity to be the best version of themselves. We trust and support each other. We recognise that our people are the heart of our success and only by identifying, supporting and promoting them will we be able to provide continued outstanding client service. Together we are Montagu Evans. Montagu Evans is committed to maintaining an inclusive work environment. One that embraces everyone. Read more here THE TEAM This position sits within our successful and market-leading Valuation & Investment Advisory team, which is structured through 'Commercial' Valuation, 'Specialist' Valuation and 'Investment Advisory' workstreams. The team provides a focused yet diverse range of services to both public and private sector clients. These include purchase and disposal reports, asset valuations, option appraisals, secured lending valuations, credit assessments, alternative use evaluations, portfolio strategy advice, overage and expert witness/dispute resolution advice - all of which is underpinned by valuation expertise. With growing demand for its services from both established and new clients, the team has ambitious plans for expansion. We are seeking an Associate to specialise in Portfolio based valuation work, predominantly for public sector bodies, with a focus on investment assets. This is a pivotal role that involves delivering a wide range of valuation-focused advice while managing and mentoring a team of surveyors and graduate surveyors. The position provides a fantastic opportunity to contribute to a thriving team and to advance your career within a highly successful partnership. For the right candidate, this role offers clear pathways for professional growth and progression in an exciting and supportive environment. ROLE OVERVIEW We are seeking an experienced and motivated Associate to join our dynamic team, focusing on a diverse range of public and private sector portfolio work. This role is integral to providing high-quality valuation services, primarily for local authorities and their operational and investment assets across the UK. Key Responsibilities: Portfolio Valuations : Undertake valuations for local authorities, including operational assets (e.g., civic buildings, leisure facilities) and investment portfolios. Purchase and Disposal Valuations: Provide robust and accurate valuations to support acquisitions and disposals, ensuring compliance with client objectives and relevant standards. S123 Valuations: Deliver valuations under Section 123 of the Local Government Act 1972, ensuring best consideration is achieved. Ad Hoc Valuations: Support a variety of instructions, including development appraisals, asset reviews, and viability assessments, to meet evolving client needs. Collaboration with Wider Team : Work closely with colleagues across the valuation and advisory team on diverse instructions, contributing to a wide range of projects and initiatives. Client Liaison: Build and maintain strong relationships with public and private sector clients, ensuring a clear understanding of their objectives and delivering tailored valuation advice. In this role, you will also collaborate with cross-disciplinary teams, including Planning, Development, and Agency, to deliver integrated, value-driven solutions. As part of a forward-thinking team, you'll be encouraged to stay ahead of market trends, expand your knowledge base, and actively contribute to business growth. We offer a supportive and dynamic environment, with opportunities for professional development, exposure to a wide range of projects, and the chance to work alongside some of the industry's most respected professionals. This role is ideal for an ambitious, client-focused individual looking to advance their career within a leading property consultancy. MAIN DUTIES RESPONSIBILITIES & ACCOUNTABILITIES Valuation Expertise: Undertake property valuations for a variety of purposes, including investment, development, and financial reporting. Apply RICS Valuation - Global Standards (the "Red Book") to produce detailed, compliant reports. Conduct in-depth market analysis and apply valuation methodologies to a range of asset types, including commercial and mixed-use properties. Client Advisory: Develop and maintain strong client relationships, acting as a trusted advisor. Collaborate with clients to understand their goals, delivering strategic insights and recommendations. Team Collaboration and Leadership: Contribute to team growth by mentoring junior team members and sharing expertise. Collaborate with other Montagu Evans teams, including Planning, Development, and Agency, to provide integrated advice. Market Engagement: Stay informed on market trends, regulatory changes, and economic factors affecting the property sector. Represent Montagu Evans at industry events and networking opportunities. DESIRED KNOWLEDGE, SKILLS, EXPERIENCE & QUALIFICATION MRICS qualified and competent in standard RICS Red Book valuations. High attention to detail, well organised and a good initiative level. Strong verbal, numerical and report writing skills. Excellent communication skills. A team player with leadership potential. Strategic approach to problem solving. Highly motivated. An ability to utilise varying methods of valuation. Computer literate - you will be expected to be conversant with Excel, Word, Argus (Enterprise and Developer).
Solicitor or Associate - Corporate Bristol/hybrid About the firm We are delighted to be partnering with an ambitious, full service UK Top 100 national law firm with exciting growth plans for its Bristol office. A strongly commercially focussed firm, they also advise government and public sector organisations and individuals in the UK and internationally. The highly regarded and successful Corporate team plays a leading role in core firm-wide sector specialisms including Energy and Infrastructure, Independent Healthcare, Automotive, Food & Beverage, Hospitality, Insurance, Transport and Logistics, and Corporate Real Estate sector teams. Having recently recruited several leading lawyers into the Bristol partner team, the Corporate team are enjoying substantial growth, and as a result they are keen to recruit a Solicitor or Associate to support and progress their ambitious plans for the future. You will be joining a nationally recognised team of approximately 50 corporate fee earners and 20 partners, many of whom are recommended in the latest Legal 500 rankings and 'Hall of Fame'. As such, opportunities to develop and progress your career and expertise as a Corporate Lawyer are considerable and you will be encouraged to engage with clients and colleagues from the outset. About the role The team's size and expertise means that they can effectively advise clients at different stages of the business life cycle, from start-ups to mergers and acquisitions, buy-outs and buy-ins, development capital fundraisings, to refinancing and exits. As a qualified Corporate Solicitor or Associate (between NQ - 6 PQE approximately) you will focus on a variety of good quality work across the Corporate team. You will be encouraged to develop your commercial insight and understanding of issues which might affect your clients and their interests, benefiting from high quality supervision and guidance from more experienced colleagues and partners. You will be assisting the team to advise clients on acquisitions, mergers and disposals of companies and businesses, transactions for investors, and many international transactions. Your work will encompass all aspects of drafting and negotiations of legal documents and advising clients, with a focus on supporting the development of your skills, knowledge and confidence in order to manage more complex work with greater independence over time. The team are highly experienced in international corporate deals and work with a range of overseas law firms on cross-border transactions. Specialists within the team include private equity, venture capital and incentives/EOT sub teams and as part of your development, there are real opportunities to gain experience and exposure to these complex areas of corporate law. You will also benefit from working with colleagues across the Corporate divisions, including Banking & Finance, Corporate Tax, Company Secretarial and Competition teams. You will be encouraged to actively engage in a range of business development activities as part of your role within the team, including contributing to tenders/pitches and writing sector-relevant articles for internal and external publications. About you As a qualified Corporate Lawyer with good quality UK based law firm experience, you will be highly motivated and possess strong attention to detail in order to deliver the highest standards of advice to your clients and your team. You will appreciate the importance of being flexible and committed to your work to ensure that client deadlines are always met. The team will support you in developing your skills, knowledge and confidence within the role, enabling you to communicate effectively and in a timely manner with clients and colleagues consistently and on a regular basis. You will have gained a good grounding in Corporate law and M&A transactions, with a curiosity and passion for your practice area which may lead you to explore other aspects of Corporate law in time too. The firm are proud of their ability to retain, develop and progress their talented lawyers and with hard work and dedication, you will benefit from significant opportunities for promotion and career progression. Benefits: Employee benefits for Solicitors and Associates include: 25 days holiday (FTE) plus Bank Holidays (rising to 30 days) Long Service holiday award - 1 extra week every 10 years continuous service Private Healthcare with BUPA (offered after probation is passed) Scottish Widows Pension Scheme (5% employer / 5% Employee) Staff Profit Share and Individual Performance Bonus Scheme Salary sacrifice (Pensions, Staff Profit Share) Life Assurance - 4 x salary / Permanent Health Insurance Paid CSR Day Enhanced Maternity/Paternity Leave Subsidised gym membership Electric car scheme Agile/Hybrid Working Policy Dress for your Day Policy For an informal discussion about this opportunity without commitment and in confidence, please contact Charlotte Ferguson, Recruitment Manager at
May 10, 2025
Full time
Solicitor or Associate - Corporate Bristol/hybrid About the firm We are delighted to be partnering with an ambitious, full service UK Top 100 national law firm with exciting growth plans for its Bristol office. A strongly commercially focussed firm, they also advise government and public sector organisations and individuals in the UK and internationally. The highly regarded and successful Corporate team plays a leading role in core firm-wide sector specialisms including Energy and Infrastructure, Independent Healthcare, Automotive, Food & Beverage, Hospitality, Insurance, Transport and Logistics, and Corporate Real Estate sector teams. Having recently recruited several leading lawyers into the Bristol partner team, the Corporate team are enjoying substantial growth, and as a result they are keen to recruit a Solicitor or Associate to support and progress their ambitious plans for the future. You will be joining a nationally recognised team of approximately 50 corporate fee earners and 20 partners, many of whom are recommended in the latest Legal 500 rankings and 'Hall of Fame'. As such, opportunities to develop and progress your career and expertise as a Corporate Lawyer are considerable and you will be encouraged to engage with clients and colleagues from the outset. About the role The team's size and expertise means that they can effectively advise clients at different stages of the business life cycle, from start-ups to mergers and acquisitions, buy-outs and buy-ins, development capital fundraisings, to refinancing and exits. As a qualified Corporate Solicitor or Associate (between NQ - 6 PQE approximately) you will focus on a variety of good quality work across the Corporate team. You will be encouraged to develop your commercial insight and understanding of issues which might affect your clients and their interests, benefiting from high quality supervision and guidance from more experienced colleagues and partners. You will be assisting the team to advise clients on acquisitions, mergers and disposals of companies and businesses, transactions for investors, and many international transactions. Your work will encompass all aspects of drafting and negotiations of legal documents and advising clients, with a focus on supporting the development of your skills, knowledge and confidence in order to manage more complex work with greater independence over time. The team are highly experienced in international corporate deals and work with a range of overseas law firms on cross-border transactions. Specialists within the team include private equity, venture capital and incentives/EOT sub teams and as part of your development, there are real opportunities to gain experience and exposure to these complex areas of corporate law. You will also benefit from working with colleagues across the Corporate divisions, including Banking & Finance, Corporate Tax, Company Secretarial and Competition teams. You will be encouraged to actively engage in a range of business development activities as part of your role within the team, including contributing to tenders/pitches and writing sector-relevant articles for internal and external publications. About you As a qualified Corporate Lawyer with good quality UK based law firm experience, you will be highly motivated and possess strong attention to detail in order to deliver the highest standards of advice to your clients and your team. You will appreciate the importance of being flexible and committed to your work to ensure that client deadlines are always met. The team will support you in developing your skills, knowledge and confidence within the role, enabling you to communicate effectively and in a timely manner with clients and colleagues consistently and on a regular basis. You will have gained a good grounding in Corporate law and M&A transactions, with a curiosity and passion for your practice area which may lead you to explore other aspects of Corporate law in time too. The firm are proud of their ability to retain, develop and progress their talented lawyers and with hard work and dedication, you will benefit from significant opportunities for promotion and career progression. Benefits: Employee benefits for Solicitors and Associates include: 25 days holiday (FTE) plus Bank Holidays (rising to 30 days) Long Service holiday award - 1 extra week every 10 years continuous service Private Healthcare with BUPA (offered after probation is passed) Scottish Widows Pension Scheme (5% employer / 5% Employee) Staff Profit Share and Individual Performance Bonus Scheme Salary sacrifice (Pensions, Staff Profit Share) Life Assurance - 4 x salary / Permanent Health Insurance Paid CSR Day Enhanced Maternity/Paternity Leave Subsidised gym membership Electric car scheme Agile/Hybrid Working Policy Dress for your Day Policy For an informal discussion about this opportunity without commitment and in confidence, please contact Charlotte Ferguson, Recruitment Manager at
Ernst & Young Advisory Services Sdn Bhd
Bristol, Gloucestershire
Press Tab to Move to Skip to Content Link Salaried Partner, Non-Life Actuarial - Retail and UK Commercial London or Bristol The EY UK Financial Services Non-Life Actuarial team has a track record of delivering market leading insights and value to our clients. Over the past 12 months, we have grown the UK retail (and UK commercial) part of our business through new audit wins and supporting clients in transforming their business in areas such as legal entity restructuring, replatforming and developing new pricing tools, mergers & acquisitions, market entry and reserving transformation. We are looking for an experienced Actuary who can lead and grow further our retail (and UK commercial) business, looking to build on our successes. Our UK actuarial practice is a large team with a strong and exciting growth trajectory: Our actuarial team is the heartbeat of the EY Insurance team and key to unlocking new opportunities for the retail sector - there are opportunities to work alongside other Insurance professionals with different backgrounds to support all client needs. Growing retail is a core part of our overall strategy to build on the significant investment from the EY firm to support UK retail. With support from UK leadership, we have plans to grow our footprint further in this space over the coming years. Our Motor and Household Insurance Seminars provide insights and are noted by the Retail market as a differentiator and regularly discussed by our clients' C-suites and investors. There are significant opportunities to grow the portfolio linked to pricing, actuarial transformation, claims and wider analytics. EY have a market leading transformation practice in Retail insurance and the actuarial team play an integral role in supporting this practice. We have also onboarded new Retail clients through audit transitions, which gives us access to market insights / key individuals at clients to build relationship and leverage our knowledge to consulting clients. This growth is supported by a mature portfolio of annuity reserving / Audit revenue from the wider Non-Life Actuarial team. We place a great focus on our people and offer a great opportunity to learn and develop in a collaborative environment. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. The opportunity The opportunity is to lead the Retail Actuarial team within EY, working closely with the UK Actuarial Partner group and Insurance community within EY. Retail has been a growth area of our business with the onboarding of a number to key audits and consulting engagements. We are looking for a leader who can consolidate and build on this growth in the coming years within the Consulting. It is a chance to shape the future growth of the team whilst benefitting from being part of, and having the full support of, a wider, established, actuarial team which has a strong reputation in the market and all the advantages of being part of a "Big 4 firm" with multi-service-line offerings. This role offers exceptional opportunities for personal growth and advancement, to develop your wider business knowledge, and to build internal and external relationships across disciplines and across borders. Our wider actuarial team has a strong reputation in the market for bringing bespoke offerings to our clients which recognise the uniqueness of our clients' portfolios and needs. We have capabilities broader than the conventional actuarial fields of traditional reserving, capital, pricing and modelling: we also operate as part of wider consultancy projects embracing strategy, risk management, analytics, stochastic reserving, economic capital, capital optimisation, Solvency II and UK, and IFRS 17 and other prudential regime changes. We are at the forefront of these areas, with best in class tools and knowledge, built up over several years. Our business model ensures that: Our team and our people have autonomy to lead the direction of the business and win the right opportunities; We leverage the synergies of being part of broader European and Global actuarial teams; We enjoy the advantages of being part of a "Big 4 firm" with multi-service-line offerings; and Our people enjoy the benefits of being able to participate in a wide variety of actuarial and insurance work; combining audit, audit-related and non-audit projects with a global client reach. Your key responsibilities Elevate EY's Retail brand with our clients through a combination of Thought Leadership and external events. Business development; including the development of long-term trusted advisor relationships with our clients across the C-suite (CEO, CFO, CRO, and Chief Actuary). You will develop meaningful propositions around the biggest challenges in the market, lead pursuits and RFP responses. Lead large and complex engagements including audits from strategy to execution, whilst providing insights to our clients and working with other EY teams. Effectively leverage your knowledge and experience to support the delivery of key Actuarial projects, nurture valuable relationships both within EY and with clients, and develop strong capabilities through both formal training and working with senior mentors and talented colleagues. Build and lead high performing teams, coaching, mentoring and serving as a role model for our people, and supporting and fostering a positive learning culture. Contribute to the running of the Actuarial team, input into strategy and lead key initiatives. Support and lead team operations to ensure team development; feedback, strategy, counselling, finance, and recruitment. Skills and attributes for success We are looking for people with a track record of developing and delivering new business opportunities within a consulting environment. Candidates should have: Deep knowledge of the UK retail sector. Technical and Industry Expertise - Understanding of the current market and regulatory environment and how this is affecting General Insurance companies and their operating model. Strong client management skills to lead the dialogue with client project sponsors and fully manage expectations of delivery, content, timescales and cost. The ability to build and manage close clients relationships. The ability to identify and mitigate risks on engagements. Drive and enthusiasm to lead combined with a desire to collaborate, whilst making your presence felt within our collegiate team. Development of ideas - Play your part in the development of intellectual property to support sales-oriented client interaction. People - Develop people through effectively supervising, coaching, and mentoring. To qualify for the role you must have some or all of the following: Significant actuarial experience in leading-edge UK retail insurance (e.g. motor, household and/or other retail), gained through working for an insurer directly or a top tier consultancy or a specialist financial services consultancy. Strong academic record including a degree and professional actuarial qualifications (IFoA or similar). Have deep experience covering at least three of the following areas: Reserve reviews under different accounting bases for retail general insurance business; Actuarial analysis to support audits; Reserving process improvement and development work; Pricing - model development, review of segmentation and profitability, or process improvement; Development or review of Solvency II technical provisions and associated processes; The business planning process, linking reserving, pricing, claims and underwriting, or The review of Solvency II internal models and associated processes Excellent leadership and interpersonal skills with demonstrable experience of building high performing teams and nurturing talent. Awareness of the emerging technology trends within the actuarial space. Exceptional communication, presentation, business writing and professional skills, including being able to liaise with both technical and business contacts at our clients. Ability to successfully deliver multiple engagements, exceed client expectations, manage commercial aspects (e.g. contracts, billing and budgets), and manage quality and risk. Ability to engage with senior stakeholders and manage large cross functional projects. Intellectual strength / flexibility to rapidly understand complex problems and rationalise these into workable solutions which can then be delivered. Be a problem solver; tailoring what you have learnt from your experiences to date to different client problems to help design and implement the solution. What we look for We are looking for highly motivated individuals who are passionate about retail business, can apply actuarial approaches through a commercial lens and are excited to assist clients to solve difficult business problems to improve the way they operate. You'll thrive on being a numerate, rationale thinker with a passion for this field and have very strong attention to detail. . click apply for full job details
May 10, 2025
Full time
Press Tab to Move to Skip to Content Link Salaried Partner, Non-Life Actuarial - Retail and UK Commercial London or Bristol The EY UK Financial Services Non-Life Actuarial team has a track record of delivering market leading insights and value to our clients. Over the past 12 months, we have grown the UK retail (and UK commercial) part of our business through new audit wins and supporting clients in transforming their business in areas such as legal entity restructuring, replatforming and developing new pricing tools, mergers & acquisitions, market entry and reserving transformation. We are looking for an experienced Actuary who can lead and grow further our retail (and UK commercial) business, looking to build on our successes. Our UK actuarial practice is a large team with a strong and exciting growth trajectory: Our actuarial team is the heartbeat of the EY Insurance team and key to unlocking new opportunities for the retail sector - there are opportunities to work alongside other Insurance professionals with different backgrounds to support all client needs. Growing retail is a core part of our overall strategy to build on the significant investment from the EY firm to support UK retail. With support from UK leadership, we have plans to grow our footprint further in this space over the coming years. Our Motor and Household Insurance Seminars provide insights and are noted by the Retail market as a differentiator and regularly discussed by our clients' C-suites and investors. There are significant opportunities to grow the portfolio linked to pricing, actuarial transformation, claims and wider analytics. EY have a market leading transformation practice in Retail insurance and the actuarial team play an integral role in supporting this practice. We have also onboarded new Retail clients through audit transitions, which gives us access to market insights / key individuals at clients to build relationship and leverage our knowledge to consulting clients. This growth is supported by a mature portfolio of annuity reserving / Audit revenue from the wider Non-Life Actuarial team. We place a great focus on our people and offer a great opportunity to learn and develop in a collaborative environment. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. The opportunity The opportunity is to lead the Retail Actuarial team within EY, working closely with the UK Actuarial Partner group and Insurance community within EY. Retail has been a growth area of our business with the onboarding of a number to key audits and consulting engagements. We are looking for a leader who can consolidate and build on this growth in the coming years within the Consulting. It is a chance to shape the future growth of the team whilst benefitting from being part of, and having the full support of, a wider, established, actuarial team which has a strong reputation in the market and all the advantages of being part of a "Big 4 firm" with multi-service-line offerings. This role offers exceptional opportunities for personal growth and advancement, to develop your wider business knowledge, and to build internal and external relationships across disciplines and across borders. Our wider actuarial team has a strong reputation in the market for bringing bespoke offerings to our clients which recognise the uniqueness of our clients' portfolios and needs. We have capabilities broader than the conventional actuarial fields of traditional reserving, capital, pricing and modelling: we also operate as part of wider consultancy projects embracing strategy, risk management, analytics, stochastic reserving, economic capital, capital optimisation, Solvency II and UK, and IFRS 17 and other prudential regime changes. We are at the forefront of these areas, with best in class tools and knowledge, built up over several years. Our business model ensures that: Our team and our people have autonomy to lead the direction of the business and win the right opportunities; We leverage the synergies of being part of broader European and Global actuarial teams; We enjoy the advantages of being part of a "Big 4 firm" with multi-service-line offerings; and Our people enjoy the benefits of being able to participate in a wide variety of actuarial and insurance work; combining audit, audit-related and non-audit projects with a global client reach. Your key responsibilities Elevate EY's Retail brand with our clients through a combination of Thought Leadership and external events. Business development; including the development of long-term trusted advisor relationships with our clients across the C-suite (CEO, CFO, CRO, and Chief Actuary). You will develop meaningful propositions around the biggest challenges in the market, lead pursuits and RFP responses. Lead large and complex engagements including audits from strategy to execution, whilst providing insights to our clients and working with other EY teams. Effectively leverage your knowledge and experience to support the delivery of key Actuarial projects, nurture valuable relationships both within EY and with clients, and develop strong capabilities through both formal training and working with senior mentors and talented colleagues. Build and lead high performing teams, coaching, mentoring and serving as a role model for our people, and supporting and fostering a positive learning culture. Contribute to the running of the Actuarial team, input into strategy and lead key initiatives. Support and lead team operations to ensure team development; feedback, strategy, counselling, finance, and recruitment. Skills and attributes for success We are looking for people with a track record of developing and delivering new business opportunities within a consulting environment. Candidates should have: Deep knowledge of the UK retail sector. Technical and Industry Expertise - Understanding of the current market and regulatory environment and how this is affecting General Insurance companies and their operating model. Strong client management skills to lead the dialogue with client project sponsors and fully manage expectations of delivery, content, timescales and cost. The ability to build and manage close clients relationships. The ability to identify and mitigate risks on engagements. Drive and enthusiasm to lead combined with a desire to collaborate, whilst making your presence felt within our collegiate team. Development of ideas - Play your part in the development of intellectual property to support sales-oriented client interaction. People - Develop people through effectively supervising, coaching, and mentoring. To qualify for the role you must have some or all of the following: Significant actuarial experience in leading-edge UK retail insurance (e.g. motor, household and/or other retail), gained through working for an insurer directly or a top tier consultancy or a specialist financial services consultancy. Strong academic record including a degree and professional actuarial qualifications (IFoA or similar). Have deep experience covering at least three of the following areas: Reserve reviews under different accounting bases for retail general insurance business; Actuarial analysis to support audits; Reserving process improvement and development work; Pricing - model development, review of segmentation and profitability, or process improvement; Development or review of Solvency II technical provisions and associated processes; The business planning process, linking reserving, pricing, claims and underwriting, or The review of Solvency II internal models and associated processes Excellent leadership and interpersonal skills with demonstrable experience of building high performing teams and nurturing talent. Awareness of the emerging technology trends within the actuarial space. Exceptional communication, presentation, business writing and professional skills, including being able to liaise with both technical and business contacts at our clients. Ability to successfully deliver multiple engagements, exceed client expectations, manage commercial aspects (e.g. contracts, billing and budgets), and manage quality and risk. Ability to engage with senior stakeholders and manage large cross functional projects. Intellectual strength / flexibility to rapidly understand complex problems and rationalise these into workable solutions which can then be delivered. Be a problem solver; tailoring what you have learnt from your experiences to date to different client problems to help design and implement the solution. What we look for We are looking for highly motivated individuals who are passionate about retail business, can apply actuarial approaches through a commercial lens and are excited to assist clients to solve difficult business problems to improve the way they operate. You'll thrive on being a numerate, rationale thinker with a passion for this field and have very strong attention to detail. . click apply for full job details
The role We are on the lookout for an exceptional leader to join our dynamic team as the Head of Personal Lines for Jensten Group. As we continue to expand our footprint nationwide through both acquisitions and organic growth, we're looking for a highly skilled professional to lead and manage our growing Personal Lines teams across the Group. The main purpose of the role is to have overall responsibility for leading and managing trading, operational and M&A activity, driving performance to achieve business goals and delivery of agreed targets. This will require developing, proposing and implementing the overall business strategy for Personal Lines, agreeing the operational plan and delivering through high performance and effective leadership. Travel will be required to various locations when needed, including Swindon & other offices. Some key objectives & responsibilities will include: Set and agree the business strategy, budget and operational plan to meet the GWP and income targets which will drive the delivery of the targeted EBITDA growth. Full ownership of the regional and individual branch P&L's. Implement business development strategy for the Personal Lines proposition, including involvement in and management of lead and opportunity production sources (such as websites, telemarketing and affinity). Identifying new opportunities to develop the Personal Lines income including acquisition identification. Control of cost and expenses in line with budget. Provide open and collaborative leadership to the teams, embedding excellence, promoting learning & development and driving high performance. Provide coaching, guidance, supervision and monitoring as required and manage recruitment needs and plans. All to ensure service and advice are at the required levels. Identify talent and devise a program to nurture and develop. About you As our Head of Personal Lines, you'll have excellent leadership skills and have a keen eye for detail, be well-organised, have excellent technical skills (ideally be ACII qualified) - with a high degree of business acumen. This includes the ability to produce, analyse and present relevant MI, as well as building strategic relationships both internally & externally. You will also be or have: Proven experience in a similar role, specifically within a Personal Lines brokerage setting. Experience in multi-product Personal Lines. Proven experience of managing multiple branches/ teams within a specified region/ nationwide. Strong track record in client relationship management, with excellent interpersonal and communication skills. Demonstrated ability to drive business growth, meet targets, and achieve profitability. Solid understanding of profit and loss analysis, performance metrics, and process optimization. A strategic thinker with exceptional problem-solving skills and a results-oriented mindset. Proactive and self-motivated, capable of working independently and as part of a team. Ability to effectively lead and inspire, fostering a collaborative and positive work environment. Excellent organizational skills, with the ability to prioritize tasks and meet deadlines. A detailed understanding of the Insurance market, emerging trends, and regulatory requirements. Rewards & Benefits When you join us, you can expect a supportive culture and an attractive range of rewards and benefits which include: Competitive salary with an annual pay review and bonus scheme. Flexibility with remote or hybrid working options. 27 days annual leave (plus a day off for your birthday and another for a religious holiday of your choice) + bank holidays. Auto enrolment into our excellent pension scheme (5% employer matched contribution). Flex-benefits - A range of flexible benefits to choose from, that are most important to you. Private Medical Insurance. Group Life Assurance cover - a massive X4 of salary. 3 months Maternity, Paternity & Adoption leave all fully paid. Professional qualification study support relevant to your role and career. Perks at work - amazing discounts on cinema tickets, meals out, luxury items etc. Holiday purchase scheme - up to 5 days annually. About Us: Launched in 2018, Jensten is one of the UK's largest independent broking groups. Growing organically and through strategic acquisition we now place over £650m GWP into the market via our retail insurance broking, Lloyd's and London Market broking, and specialist underwriting arms. We fill the void in the market between a consolidator and a provincial broker. We have the scale, ambition and expertise to stand out, but the people, culture and entrepreneurial DNA to maintain our client focus. Which is why we are not just one of the leading independent broking groups, we are one of the most exciting too. And that is why you should join us! Our goal is to have people in our Group that enjoy being part of one team with the shared commitment to delivering insurance distribution excellence. A big part of how we do this is by listening and then acting on what we hear. Our EVP work is key to maintaining and enhancing our culture and making Jensten Group a fantastic place to work, learn and grow.
May 10, 2025
Full time
The role We are on the lookout for an exceptional leader to join our dynamic team as the Head of Personal Lines for Jensten Group. As we continue to expand our footprint nationwide through both acquisitions and organic growth, we're looking for a highly skilled professional to lead and manage our growing Personal Lines teams across the Group. The main purpose of the role is to have overall responsibility for leading and managing trading, operational and M&A activity, driving performance to achieve business goals and delivery of agreed targets. This will require developing, proposing and implementing the overall business strategy for Personal Lines, agreeing the operational plan and delivering through high performance and effective leadership. Travel will be required to various locations when needed, including Swindon & other offices. Some key objectives & responsibilities will include: Set and agree the business strategy, budget and operational plan to meet the GWP and income targets which will drive the delivery of the targeted EBITDA growth. Full ownership of the regional and individual branch P&L's. Implement business development strategy for the Personal Lines proposition, including involvement in and management of lead and opportunity production sources (such as websites, telemarketing and affinity). Identifying new opportunities to develop the Personal Lines income including acquisition identification. Control of cost and expenses in line with budget. Provide open and collaborative leadership to the teams, embedding excellence, promoting learning & development and driving high performance. Provide coaching, guidance, supervision and monitoring as required and manage recruitment needs and plans. All to ensure service and advice are at the required levels. Identify talent and devise a program to nurture and develop. About you As our Head of Personal Lines, you'll have excellent leadership skills and have a keen eye for detail, be well-organised, have excellent technical skills (ideally be ACII qualified) - with a high degree of business acumen. This includes the ability to produce, analyse and present relevant MI, as well as building strategic relationships both internally & externally. You will also be or have: Proven experience in a similar role, specifically within a Personal Lines brokerage setting. Experience in multi-product Personal Lines. Proven experience of managing multiple branches/ teams within a specified region/ nationwide. Strong track record in client relationship management, with excellent interpersonal and communication skills. Demonstrated ability to drive business growth, meet targets, and achieve profitability. Solid understanding of profit and loss analysis, performance metrics, and process optimization. A strategic thinker with exceptional problem-solving skills and a results-oriented mindset. Proactive and self-motivated, capable of working independently and as part of a team. Ability to effectively lead and inspire, fostering a collaborative and positive work environment. Excellent organizational skills, with the ability to prioritize tasks and meet deadlines. A detailed understanding of the Insurance market, emerging trends, and regulatory requirements. Rewards & Benefits When you join us, you can expect a supportive culture and an attractive range of rewards and benefits which include: Competitive salary with an annual pay review and bonus scheme. Flexibility with remote or hybrid working options. 27 days annual leave (plus a day off for your birthday and another for a religious holiday of your choice) + bank holidays. Auto enrolment into our excellent pension scheme (5% employer matched contribution). Flex-benefits - A range of flexible benefits to choose from, that are most important to you. Private Medical Insurance. Group Life Assurance cover - a massive X4 of salary. 3 months Maternity, Paternity & Adoption leave all fully paid. Professional qualification study support relevant to your role and career. Perks at work - amazing discounts on cinema tickets, meals out, luxury items etc. Holiday purchase scheme - up to 5 days annually. About Us: Launched in 2018, Jensten is one of the UK's largest independent broking groups. Growing organically and through strategic acquisition we now place over £650m GWP into the market via our retail insurance broking, Lloyd's and London Market broking, and specialist underwriting arms. We fill the void in the market between a consolidator and a provincial broker. We have the scale, ambition and expertise to stand out, but the people, culture and entrepreneurial DNA to maintain our client focus. Which is why we are not just one of the leading independent broking groups, we are one of the most exciting too. And that is why you should join us! Our goal is to have people in our Group that enjoy being part of one team with the shared commitment to delivering insurance distribution excellence. A big part of how we do this is by listening and then acting on what we hear. Our EVP work is key to maintaining and enhancing our culture and making Jensten Group a fantastic place to work, learn and grow.
Marktlink is a committed international M&A specialist with an independent, discrete, and no-nonsense approach. Together with our labels Marktlink Exit-Ready and Marktlink Transaction Services we support entrepreneurs by preparing their business for sale and guide them throughout the entire sales or acquisition process. Our label Marktlink Capital offers entrepreneurs the opportunity to invest in strong private equity and venture capital funds. Since our start in 1996, entrepreneurs have been our driving force. With a profound market knowledge and a personal approach, we advised many transactions and in doing so we influenced the lives of many. Published on: 20 february, 2025 Share on: Your goal Being an M&A Associate is the first career step to becoming a dealmaker. You will work for several deal teams that guide entrepreneurs in buying or selling a company. You are financially and analytically strong, but above all commercially and socially skilled. You will not merely be working on spreadsheets; you will be involved in the entire process and meet clients from day one! At Marktlink we invest in our talent and reinforce each other's strengths. That's why we work in multidisciplinary teams. Through the Marktlink Academy you will be offered multiple courses in every stage of your career. In addition, learning on the job is essential in mergers and acquisitions and we organise monthly sessions to share knowledge. A healthy work-life balance and informal working atmosphere are very important to us. We also actively promote and encourage collaboration and partnerships across our international office network, on both a personal and professional level. Your responsibilities As an M&A Associate at Marktlink, you can roughly expect the following tasks: Perform business and market analyses; Preparation of valuations and deal documentation; Getting to know potential buyers and sellers; Approaching new buyers and sellers; Building and maintaining the ( Marktlink ) network and developing your own professional network; Drafting financing applications and resolving financing issues; Broad support of the manager during projects. Your profile You have completed a university degree in finance (or a related discipline) or a college degree; You have completed relevant internships or work experience; You are looking to take your first step into a career in M&A; You are a social and approachable person with commercial and entrepreneurial insight; In addition to strong analytical skills, you are punctual and goal-oriented; Demonstrable affinity with the SME sector; An eye for personal relationships and excellent communication skills are essential; Excellent command of the English language. Please note: We do not provide visa sponsorship or relocation assistance. Why us? You will receive a competitive salary and an annual Marktlink bonus; Unlimited holidays. Work hard. Play hard. We offer a unique combination of freedom and responsibility! Pension plan; HP tablet/laptop and iPhone; Lots of responsibility from day one, with the ability to contribute to all areas and client-facing from the outset; Opportunity to work on a broad range of M&A projects, including local, national and international clients; Flexible working hours and amazing colleagues; Focus on career growth and inspiring learning programmes; We prioritise the mental well-being of our employees. That's why we've partnered with OpenUp to offer professional mental health support; Team socials alongside company events such as annual ski-trip, Zandvoort Grand Prix and Marktlink Gala dinner. A positive result of the pre-employment screening is a necessary condition for offering an employment contract. Our hiring process Step 1 Let's connect Once you've applied, expect our response within five working days. Step 2 Let's meet Discover how you and Marktlink align. Let's chat, be it over a phone call or in person. Step 3 Let's dive deep In search of top talent, we evaluate your skills and qualities through a presentation and Talent Motivation Analysis (TMA) to ensure a perfect match. Step 4 Let's start After nailing the final interview, get ready for the offer. Once accepted, a pre-employment screening follows. If all goes well, you can sign and we'll celebrate with champagne! Frequently asked questions Which documents should I include in my application? Does Marktlink offer a relocation package? Does Marktlink provide IND sponsorship for positions?
May 10, 2025
Full time
Marktlink is a committed international M&A specialist with an independent, discrete, and no-nonsense approach. Together with our labels Marktlink Exit-Ready and Marktlink Transaction Services we support entrepreneurs by preparing their business for sale and guide them throughout the entire sales or acquisition process. Our label Marktlink Capital offers entrepreneurs the opportunity to invest in strong private equity and venture capital funds. Since our start in 1996, entrepreneurs have been our driving force. With a profound market knowledge and a personal approach, we advised many transactions and in doing so we influenced the lives of many. Published on: 20 february, 2025 Share on: Your goal Being an M&A Associate is the first career step to becoming a dealmaker. You will work for several deal teams that guide entrepreneurs in buying or selling a company. You are financially and analytically strong, but above all commercially and socially skilled. You will not merely be working on spreadsheets; you will be involved in the entire process and meet clients from day one! At Marktlink we invest in our talent and reinforce each other's strengths. That's why we work in multidisciplinary teams. Through the Marktlink Academy you will be offered multiple courses in every stage of your career. In addition, learning on the job is essential in mergers and acquisitions and we organise monthly sessions to share knowledge. A healthy work-life balance and informal working atmosphere are very important to us. We also actively promote and encourage collaboration and partnerships across our international office network, on both a personal and professional level. Your responsibilities As an M&A Associate at Marktlink, you can roughly expect the following tasks: Perform business and market analyses; Preparation of valuations and deal documentation; Getting to know potential buyers and sellers; Approaching new buyers and sellers; Building and maintaining the ( Marktlink ) network and developing your own professional network; Drafting financing applications and resolving financing issues; Broad support of the manager during projects. Your profile You have completed a university degree in finance (or a related discipline) or a college degree; You have completed relevant internships or work experience; You are looking to take your first step into a career in M&A; You are a social and approachable person with commercial and entrepreneurial insight; In addition to strong analytical skills, you are punctual and goal-oriented; Demonstrable affinity with the SME sector; An eye for personal relationships and excellent communication skills are essential; Excellent command of the English language. Please note: We do not provide visa sponsorship or relocation assistance. Why us? You will receive a competitive salary and an annual Marktlink bonus; Unlimited holidays. Work hard. Play hard. We offer a unique combination of freedom and responsibility! Pension plan; HP tablet/laptop and iPhone; Lots of responsibility from day one, with the ability to contribute to all areas and client-facing from the outset; Opportunity to work on a broad range of M&A projects, including local, national and international clients; Flexible working hours and amazing colleagues; Focus on career growth and inspiring learning programmes; We prioritise the mental well-being of our employees. That's why we've partnered with OpenUp to offer professional mental health support; Team socials alongside company events such as annual ski-trip, Zandvoort Grand Prix and Marktlink Gala dinner. A positive result of the pre-employment screening is a necessary condition for offering an employment contract. Our hiring process Step 1 Let's connect Once you've applied, expect our response within five working days. Step 2 Let's meet Discover how you and Marktlink align. Let's chat, be it over a phone call or in person. Step 3 Let's dive deep In search of top talent, we evaluate your skills and qualities through a presentation and Talent Motivation Analysis (TMA) to ensure a perfect match. Step 4 Let's start After nailing the final interview, get ready for the offer. Once accepted, a pre-employment screening follows. If all goes well, you can sign and we'll celebrate with champagne! Frequently asked questions Which documents should I include in my application? Does Marktlink offer a relocation package? Does Marktlink provide IND sponsorship for positions?
What we will offer We will offer you a place where you can be yourself and where there are no limits on what you can achieve. With us, you can take ownership of your career and have honest conversations throughout. You would join an ambitious firm with a clear strategy for profitable growth where you can get early responsibility and early involvement in growing the business. Here you can expect a competitive and fair reward as well as recognition based on all round performance. This forms part of our internal promise to you, The Deal, between the firm and its employees. You can expect: A competitive salary and a host of family friendly policies Life assurance, private health and dental care for you and your family A range of flexible benefits including gym discount and retail vouchers Tech, cycle and electric car schemes The opportunity to support the firm's charity through volunteering leave A wellbeing strategy that focuses on preventative measures to maintain overall health, and tools and support for when our people experience physical or mental difficulties. The strategy focuses on four pillars: physical, emotional, financial and social aspects. Team Structure The Stephenson Harwood's projects, energy and infrastructure team provides a unique offering of transactional projects and construction expertise. Whilst you may be required take on matter across both these specialisms, the main purpose of this hire is to work with our existing transactional construction and engineering lawyers and assist with the growth in this area. The practice group also has a strong focus on energy transition and is advising on nuclear, hydrogen and carbon capture projects as well as energy from waste, district heating, battery storage, solar and onshore wind projects. You can expect to advise clients throughout the lifespan of a project. This includes feasibility, procurement and bidding, variations and on-site project support, refinancings and secondary market acquisitions and disposals. Our dedicated team of transactional construction and engineering lawyers provide specialist advice on construction and engineering projects across a range of sectors. In addition to acting in the domestic market, the team has an international offering and frequently works alongside colleagues in the Middle East and Asia on developments in those jurisdiction as well as inward investment into the United Kingdom. The team acts for a diverse client base of institutional investors, project sponsors, private developers, owner/occupiers, government bodies and public authorities, funders, contractors, consultants, and other stakeholders involved in high value construction and engineering work. You can further expect to advise on a broad range of commercial real estate developments in several sectors including mixed-use commercial, industrial, hotel & leisure and retail and on infrastructure and engineering projects in sectors such as energy and renewables, decarbonisation, transport including rail and utilities. You will work closely with, and be supervised and mentored by, 7 partners with varying clients and areas of expertise. The team works collaboratively with several other practice groups within the firm too e.g. the wider real estate team, real estate finance, rail, corporate and with the construction and real estate disputes teams. Therefore, this role will entail providing expertise on the construction elements of other practice groups' matters and commercial pragmatic advice on construction risks having regard to the fundamentals of the wider project. Main Responsibilities Your main responsibilities would include: Leading matter management on smaller/less complex matters with minimal supervision of a partner; Working alongside partners and managing associates on more complex matters; Clear, concise and unambiguous preparation and drafting of relevant documentation; Conducting legal research using internal and external knowledge management resources; Liaising with clients under the supervision of a partner or managing associate; Assisting partners with matter management and financial hygiene of matters; Supervising more junior associates and trainees; Developing own informal internal and external network of contacts; Building excellent working relationships with clients and peers within the firm; and Attending business development and profile-raising events (client seminars, industry and trade body networking, graduate recruitment activities). Most of our roles are hybrid, meaning that colleagues benefit from working in our office and remotely. We are happy to discuss this and other flexible working arrangements with you as part of the application and interview process. Attributes/Skills Required UK-qualified lawyer with demonstrable mid-level experience gained with a strong private practice law firm in the UK is likely to be the best fit for the current needs of the team. However foreign qualified candidates with equivalent and/or comparable experience in the domestic market will be considered. The candidate should be self-starter who takes the initiative. Relevant experience drafting and amending suites of construction documents across various standard forms as well as drafting bespoke appointments. Strong technical knowledge and experience of working on commercial real estate development, JCT, NEC, FIDIC, MF/1, IChemE and bespoke contractual arrangements as well as non-contentious construction elements of real estate and funding documents such as agreements for lease, Sale and Purchase Agreements, development funding and forward funding agreements, security agreements and other ancillary documents under the supervision of a partner or managing associate. Experience and expertise at independently managing non-complex transactional construction files with little supervision. Preferable but not critical for the role: Experience in dealing with PFI and PPP projects including greenfield projects, asset management (including variations), sale and acquisition of operational projects and construction and facilities management work. Delivering commercial pragmatic advice to clients and colleagues which places the construction risks in the context of the wider transaction. Ability to acquire, consolidate and apply fundamental and up-to-date knowledge of the law. Accuracy and attention to detail. Excellent verbal and numerical communication skills. Organised and able to work to strict deadlines with the ability to prioritise realistically including flagging any conflicting urgent deadlines to partners in a contemporaneous fashion. Good housekeeping/file management practices. Manages and records time promptly and accurately. Resilient with the ability to handle setbacks and pressure. A self-starter, able to work alone and within a small team. Ambitious, keen to work in a developing department. Cooperative, affable and collaborative in approach and is able to develop excellent working relationships at all levels and roles. Ability to operate professionally and proactively at all times. Exhibits an understanding of the firm's position in the market and how it distinguishes its services from its competitors. Excellent academic and professional qualifications. This job description is indicative only and does not represent an exhaustive list of responsibilities. The firm reserves the right to alter or change the responsibilities at any time, in line with the firm's strategy and business needs. We are an equal opportunity organisation, committed to having a diverse workforce. We do not discriminate on the basis of age, sex, race, disability, sexual orientation, culture, or any other protected characteristics. We aim to create a culture where everyone can be themselves and is valued for their strengths and unique perspectives. About the Firm With 8 offices worldwide and with our headquarters based in London, Stephenson Harwood is a law firm where our people are committed to achieving the goals of our clients - listed and private companies, institutions and individuals across the globe. Our mix of expertise and culture results in a combination of deep local insight and the capability to provide a seamless international service. Our experience encompasses corporate, commercial litigation and arbitration, employment, pensions and private wealth, finance, marine and international trade, and real estate and projects. We assemble teams of bright thinkers to match our clients' needs and give the right advice from the right person at the right time. Dedicating the highest calibre of legal talent to overcome the most complex issues, we deliver pragmatic, expert advice that is set squarely in the real world. We understand the power of diversity in delivering that high calibre advice to our clients. We want to attract diverse talent and we particularly encourage applications from underrepresented demographics. Our values Individuality - We encourage creativity and develop talent. Commitment - To be the best and deliver the highest standard. Teamwork - We work together to build close, long-term relationships Straight talking - We say what we mean and do what we say. These values express the personality of the individuals within our firm. They are the behaviours we encourage in our people and the standards which inform our decisions and actions. Our vision into 2026 . click apply for full job details
May 10, 2025
Full time
What we will offer We will offer you a place where you can be yourself and where there are no limits on what you can achieve. With us, you can take ownership of your career and have honest conversations throughout. You would join an ambitious firm with a clear strategy for profitable growth where you can get early responsibility and early involvement in growing the business. Here you can expect a competitive and fair reward as well as recognition based on all round performance. This forms part of our internal promise to you, The Deal, between the firm and its employees. You can expect: A competitive salary and a host of family friendly policies Life assurance, private health and dental care for you and your family A range of flexible benefits including gym discount and retail vouchers Tech, cycle and electric car schemes The opportunity to support the firm's charity through volunteering leave A wellbeing strategy that focuses on preventative measures to maintain overall health, and tools and support for when our people experience physical or mental difficulties. The strategy focuses on four pillars: physical, emotional, financial and social aspects. Team Structure The Stephenson Harwood's projects, energy and infrastructure team provides a unique offering of transactional projects and construction expertise. Whilst you may be required take on matter across both these specialisms, the main purpose of this hire is to work with our existing transactional construction and engineering lawyers and assist with the growth in this area. The practice group also has a strong focus on energy transition and is advising on nuclear, hydrogen and carbon capture projects as well as energy from waste, district heating, battery storage, solar and onshore wind projects. You can expect to advise clients throughout the lifespan of a project. This includes feasibility, procurement and bidding, variations and on-site project support, refinancings and secondary market acquisitions and disposals. Our dedicated team of transactional construction and engineering lawyers provide specialist advice on construction and engineering projects across a range of sectors. In addition to acting in the domestic market, the team has an international offering and frequently works alongside colleagues in the Middle East and Asia on developments in those jurisdiction as well as inward investment into the United Kingdom. The team acts for a diverse client base of institutional investors, project sponsors, private developers, owner/occupiers, government bodies and public authorities, funders, contractors, consultants, and other stakeholders involved in high value construction and engineering work. You can further expect to advise on a broad range of commercial real estate developments in several sectors including mixed-use commercial, industrial, hotel & leisure and retail and on infrastructure and engineering projects in sectors such as energy and renewables, decarbonisation, transport including rail and utilities. You will work closely with, and be supervised and mentored by, 7 partners with varying clients and areas of expertise. The team works collaboratively with several other practice groups within the firm too e.g. the wider real estate team, real estate finance, rail, corporate and with the construction and real estate disputes teams. Therefore, this role will entail providing expertise on the construction elements of other practice groups' matters and commercial pragmatic advice on construction risks having regard to the fundamentals of the wider project. Main Responsibilities Your main responsibilities would include: Leading matter management on smaller/less complex matters with minimal supervision of a partner; Working alongside partners and managing associates on more complex matters; Clear, concise and unambiguous preparation and drafting of relevant documentation; Conducting legal research using internal and external knowledge management resources; Liaising with clients under the supervision of a partner or managing associate; Assisting partners with matter management and financial hygiene of matters; Supervising more junior associates and trainees; Developing own informal internal and external network of contacts; Building excellent working relationships with clients and peers within the firm; and Attending business development and profile-raising events (client seminars, industry and trade body networking, graduate recruitment activities). Most of our roles are hybrid, meaning that colleagues benefit from working in our office and remotely. We are happy to discuss this and other flexible working arrangements with you as part of the application and interview process. Attributes/Skills Required UK-qualified lawyer with demonstrable mid-level experience gained with a strong private practice law firm in the UK is likely to be the best fit for the current needs of the team. However foreign qualified candidates with equivalent and/or comparable experience in the domestic market will be considered. The candidate should be self-starter who takes the initiative. Relevant experience drafting and amending suites of construction documents across various standard forms as well as drafting bespoke appointments. Strong technical knowledge and experience of working on commercial real estate development, JCT, NEC, FIDIC, MF/1, IChemE and bespoke contractual arrangements as well as non-contentious construction elements of real estate and funding documents such as agreements for lease, Sale and Purchase Agreements, development funding and forward funding agreements, security agreements and other ancillary documents under the supervision of a partner or managing associate. Experience and expertise at independently managing non-complex transactional construction files with little supervision. Preferable but not critical for the role: Experience in dealing with PFI and PPP projects including greenfield projects, asset management (including variations), sale and acquisition of operational projects and construction and facilities management work. Delivering commercial pragmatic advice to clients and colleagues which places the construction risks in the context of the wider transaction. Ability to acquire, consolidate and apply fundamental and up-to-date knowledge of the law. Accuracy and attention to detail. Excellent verbal and numerical communication skills. Organised and able to work to strict deadlines with the ability to prioritise realistically including flagging any conflicting urgent deadlines to partners in a contemporaneous fashion. Good housekeeping/file management practices. Manages and records time promptly and accurately. Resilient with the ability to handle setbacks and pressure. A self-starter, able to work alone and within a small team. Ambitious, keen to work in a developing department. Cooperative, affable and collaborative in approach and is able to develop excellent working relationships at all levels and roles. Ability to operate professionally and proactively at all times. Exhibits an understanding of the firm's position in the market and how it distinguishes its services from its competitors. Excellent academic and professional qualifications. This job description is indicative only and does not represent an exhaustive list of responsibilities. The firm reserves the right to alter or change the responsibilities at any time, in line with the firm's strategy and business needs. We are an equal opportunity organisation, committed to having a diverse workforce. We do not discriminate on the basis of age, sex, race, disability, sexual orientation, culture, or any other protected characteristics. We aim to create a culture where everyone can be themselves and is valued for their strengths and unique perspectives. About the Firm With 8 offices worldwide and with our headquarters based in London, Stephenson Harwood is a law firm where our people are committed to achieving the goals of our clients - listed and private companies, institutions and individuals across the globe. Our mix of expertise and culture results in a combination of deep local insight and the capability to provide a seamless international service. Our experience encompasses corporate, commercial litigation and arbitration, employment, pensions and private wealth, finance, marine and international trade, and real estate and projects. We assemble teams of bright thinkers to match our clients' needs and give the right advice from the right person at the right time. Dedicating the highest calibre of legal talent to overcome the most complex issues, we deliver pragmatic, expert advice that is set squarely in the real world. We understand the power of diversity in delivering that high calibre advice to our clients. We want to attract diverse talent and we particularly encourage applications from underrepresented demographics. Our values Individuality - We encourage creativity and develop talent. Commitment - To be the best and deliver the highest standard. Teamwork - We work together to build close, long-term relationships Straight talking - We say what we mean and do what we say. These values express the personality of the individuals within our firm. They are the behaviours we encourage in our people and the standards which inform our decisions and actions. Our vision into 2026 . click apply for full job details
Director Insurance M&A Deal Advisory & Transaction Services FTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations. At FTI Consulting, you'll work side-by-side with leaders who have shaped history, helping solve the biggest challenges making headlines today. From day one, you'll be an integral part of a focused team where you can make a real impact. You'll be surrounded by an open, collaborative culture that embraces diversity, recognition, professional development and, most importantly, you. Are you ready to make your impact? About The Team FTI's Insurance M&A and strategic advisory team provides insurers, private equity and other insurance investors a variety of M&A and strategic services including strategic reviews, advisory on acquisitions, divestments, leveraged buy-outs, carve outs and capital raisings, restructuring and debt advisory. The team focuses on transactions in Europe and works with some of the most active investors in the insurance sector. The M&A team plans to grow significantly over the coming years and are looking for top talent with an impressive academic and professional background to join FTI's expanding Insurance practice. FTI's Insurance M&A practice has a unique value proposition like no other investment bank/boutique or consulting firm in the market. We work as One Team incorporating our corporate financiers/senior bankers, strategic and technical consultants and global insurance experts. Using an industry-first approach, our Insurance M&A senior experts work with the world's leading (re)insurers, private equity ("PE") firms, hedge funds and Sovereign Wealth Funds, providing pragmatic, transaction and execution-oriented services throughout the deal life cycle. From origination to exit, we use knowledge-driven skill and experience, focusing on critical financial, commercial and operational opportunities, to help create and enhance enterprise value. What You'll Do The Director's role is the lynchpin on marketing and execution, supporting Managing Directors in delivery of ideas and content on marketing pitches and quarterbacking execution on live transactions, managing more junior resources in on-time delivery of a quality work product. As a sector specialist, the Director will both support and manage business development opportunities and oversee client pitch presentations, idea development and deal execution. The role is fully client-facing and requires the following attributes for success: Be an integral part of the M&A team within the broader EMEA Insurance division, covering clients and prospects to identify and deliver creative marketing ideas and business solutions in support of corporate strategies. Assist with the day-to-day management of transactions and assignments. Review pitchbooks, memorandums, presentations and other projects with minimal oversight. Review databases of industry-specific transaction and capital markets information. Review financial models to analyse a wide variety of client-specific projects, e.g., DCF, DDM, LBO amongst others. Manage and execute tasks encompassing valuation, strategic reviews, competitor analysis, accounting and other technical and personnel issues. Manage and/or perform comprehensive financial and mathematical modelling and analysis. Effectively manage the workflow of the junior team by aligning tasks with transaction/departmental goals and objectives. Support the junior team with ongoing mentoring, coaching and supporting career development. How You'll Grow We are committed to investing and supporting you in your professional development and we have developed a range of programs focused on fostering leadership, growth and development opportunities. We aim to promote continuous learning and individual skills development through on-the-job learning, self-guided professional development courses and certifications. You'll be assigned a dedicated coach to mentor, guide and support you through regular coaching sessions and serve as an advocate for your professional growth. As you progress through your career at FTI Consulting, we offer tailored programs for critical professional milestones to ensure you are prepared and empowered to take on your next role. An opportunity to be a part of a great culture with an awesome multi-lingual/multi-cultural team. Be tested in a challenging work environment, working with highly successful clients including corporates, private equity firms and others in multiple countries. Have the opportunity to collaborate in cross-sell opportunities with different business units. Work across multiple jurisdictions. Have access to a diverse range of colleagues in several countries with market-leading expertise in their various disciplines. Be competitively paid with no limits to promotion over time. With the strong growth ambitions, you will have significant responsibility and career upside potential. What You Will Need to Succeed Prior work experience in the Financial Institutions Group (FIG) with a focus on insurance is required. Exposure and understanding of the following capabilities/services: Corporate Strategy, M&A, Equity Raising, Debt Raising and/or Transaction due diligence. A quantitative undergraduate degree. Focal areas of finance or economics preferred. High academic achievement. MBA, CFA or equivalent experience in financial services, accounting or legal fields is preferred but not required. Minimum of 6 years of relevant experience. Highly developed written and oral communication skills including the ability to create and deliver professional product ideas and presentations. Strong analytical skills. Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet. Knowledge of business resources like S&P Market Intelligence (SNL Financial), S&P CapIQ, CoStar, Argus, and Bloomberg is preferred but not required. Strong interpersonal skills used within a team environment and in client interaction. Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Ability to advocate persuasively. Ability to work under time constraints and with limited supervision. Ability to learn and adapt quickly with strong attention to detail. Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities. Hardworking and resilient. Bilingual proficiency in English and German is preferred. Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer market competitive benefits (including pension), supplemented by 15 flexible benefits, to meet your needs. These include health, lifestyle and family friendly options. We also offer professional development programmes, wellness, recognition, community volunteering initiatives, and flexible/hybrid working arrangements. About FTI Consulting FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 8,300 employees located in 34 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.49 billion in revenues during fiscal year 2023. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit and connect with us on Instagram and LinkedIn. FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.
May 09, 2025
Full time
Director Insurance M&A Deal Advisory & Transaction Services FTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations. At FTI Consulting, you'll work side-by-side with leaders who have shaped history, helping solve the biggest challenges making headlines today. From day one, you'll be an integral part of a focused team where you can make a real impact. You'll be surrounded by an open, collaborative culture that embraces diversity, recognition, professional development and, most importantly, you. Are you ready to make your impact? About The Team FTI's Insurance M&A and strategic advisory team provides insurers, private equity and other insurance investors a variety of M&A and strategic services including strategic reviews, advisory on acquisitions, divestments, leveraged buy-outs, carve outs and capital raisings, restructuring and debt advisory. The team focuses on transactions in Europe and works with some of the most active investors in the insurance sector. The M&A team plans to grow significantly over the coming years and are looking for top talent with an impressive academic and professional background to join FTI's expanding Insurance practice. FTI's Insurance M&A practice has a unique value proposition like no other investment bank/boutique or consulting firm in the market. We work as One Team incorporating our corporate financiers/senior bankers, strategic and technical consultants and global insurance experts. Using an industry-first approach, our Insurance M&A senior experts work with the world's leading (re)insurers, private equity ("PE") firms, hedge funds and Sovereign Wealth Funds, providing pragmatic, transaction and execution-oriented services throughout the deal life cycle. From origination to exit, we use knowledge-driven skill and experience, focusing on critical financial, commercial and operational opportunities, to help create and enhance enterprise value. What You'll Do The Director's role is the lynchpin on marketing and execution, supporting Managing Directors in delivery of ideas and content on marketing pitches and quarterbacking execution on live transactions, managing more junior resources in on-time delivery of a quality work product. As a sector specialist, the Director will both support and manage business development opportunities and oversee client pitch presentations, idea development and deal execution. The role is fully client-facing and requires the following attributes for success: Be an integral part of the M&A team within the broader EMEA Insurance division, covering clients and prospects to identify and deliver creative marketing ideas and business solutions in support of corporate strategies. Assist with the day-to-day management of transactions and assignments. Review pitchbooks, memorandums, presentations and other projects with minimal oversight. Review databases of industry-specific transaction and capital markets information. Review financial models to analyse a wide variety of client-specific projects, e.g., DCF, DDM, LBO amongst others. Manage and execute tasks encompassing valuation, strategic reviews, competitor analysis, accounting and other technical and personnel issues. Manage and/or perform comprehensive financial and mathematical modelling and analysis. Effectively manage the workflow of the junior team by aligning tasks with transaction/departmental goals and objectives. Support the junior team with ongoing mentoring, coaching and supporting career development. How You'll Grow We are committed to investing and supporting you in your professional development and we have developed a range of programs focused on fostering leadership, growth and development opportunities. We aim to promote continuous learning and individual skills development through on-the-job learning, self-guided professional development courses and certifications. You'll be assigned a dedicated coach to mentor, guide and support you through regular coaching sessions and serve as an advocate for your professional growth. As you progress through your career at FTI Consulting, we offer tailored programs for critical professional milestones to ensure you are prepared and empowered to take on your next role. An opportunity to be a part of a great culture with an awesome multi-lingual/multi-cultural team. Be tested in a challenging work environment, working with highly successful clients including corporates, private equity firms and others in multiple countries. Have the opportunity to collaborate in cross-sell opportunities with different business units. Work across multiple jurisdictions. Have access to a diverse range of colleagues in several countries with market-leading expertise in their various disciplines. Be competitively paid with no limits to promotion over time. With the strong growth ambitions, you will have significant responsibility and career upside potential. What You Will Need to Succeed Prior work experience in the Financial Institutions Group (FIG) with a focus on insurance is required. Exposure and understanding of the following capabilities/services: Corporate Strategy, M&A, Equity Raising, Debt Raising and/or Transaction due diligence. A quantitative undergraduate degree. Focal areas of finance or economics preferred. High academic achievement. MBA, CFA or equivalent experience in financial services, accounting or legal fields is preferred but not required. Minimum of 6 years of relevant experience. Highly developed written and oral communication skills including the ability to create and deliver professional product ideas and presentations. Strong analytical skills. Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet. Knowledge of business resources like S&P Market Intelligence (SNL Financial), S&P CapIQ, CoStar, Argus, and Bloomberg is preferred but not required. Strong interpersonal skills used within a team environment and in client interaction. Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Ability to advocate persuasively. Ability to work under time constraints and with limited supervision. Ability to learn and adapt quickly with strong attention to detail. Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities. Hardworking and resilient. Bilingual proficiency in English and German is preferred. Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer market competitive benefits (including pension), supplemented by 15 flexible benefits, to meet your needs. These include health, lifestyle and family friendly options. We also offer professional development programmes, wellness, recognition, community volunteering initiatives, and flexible/hybrid working arrangements. About FTI Consulting FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 8,300 employees located in 34 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.49 billion in revenues during fiscal year 2023. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit and connect with us on Instagram and LinkedIn. FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.
Please Note: The deadline for applying is 23.59 the day before the job posting end date. Job Title: Tax Manager UKI & Nordics Location: Kingston Work-Level: 2B JOB PURPOSE Ice Cream Finance: Leading for a winning, trusted and investible global ice cream market leader This is your chance for a 'once in a lifetime' career experience, playing a part in the creation of a fully independent, new Ice Cream organisation in what will be the Ultimate Pleasure Food company. We are seizing this unique opportunity to reset the role of Ice Cream Finance. Together we will become the best and most admired finance team in the world, and we'll do this by focusing on value creation, trailblazing future-fit financial processes and technology, and by becoming a training ground for financial craftsmanship that will be the envy of everyone. Just imagine the benefits of working within a single category, where everyone and everything is laser-focused on the same goal, where there's opportunity to develop deep and wide understanding of the business economics and international ecosystem of a single category, and to translate that into value creation. The role of Ice Cream Finance in this momentous moment is staggering, exciting, and yes a little daunting, which is why we are looking for empowered and accountable decision makers who are keen to take on end-to-end responsibility; if you are a self-starter who identifies opportunities, takes initiative, and innovates to create value, who is proactive, resourceful and comfortable with challenge and uncertainty, you will thrive with us. In return, you will be rewarded with a rich finance role, no matter where you are in your career, and within an environment that's both fulfilling and fun after all, life tastes better with Ice Cream! We're looking for a highly motivated Tax Manager to lead tax business partnering for the following markets: Direct Markets (key markets): UK, Sweden Flex Markets (sales markets): Denmark, Finland, Ireland Distributor Markets (export markets): N/A Why This Role Matters: Your role will ensure we meet our financial goals and comply with regulations, while also driving tax optimisation and leveraging technology. The Tax Manager will be responsible for providing in-market / regional tax advice on tax challenges and opportunities impacting the relevant markets. The role encompasses overseeing local planning, review and sign off on local compliance and reporting (delivered via third party managed service), responding to tax authority challenges and ensuring that the business optimises its tax position while adhering to all relevant in-country and global laws and regulations. RESPONSIBILITIES Accountable for ensuring local adherence to global tax strategy, policies and risk management framework and alignment with overall business objectives and regulatory environment. Provide specialist advice on direct and indirect tax implications of new business initiatives, mergers and acquisitions, cross-border transactions (new and existing flows), commercial and vendor contracts, and corporate initiatives. Accountable for the management of in-market / in-region tax audits and controversy (including tax authority disputes, litigation and settlements) to drive efficient and timely audit resolution. Provide local tax insight into the audit approach and process and consult with external advisors as required. Work closely with the central tax team to ensure consistent and efficient approaches to dispute resolution. Oversee timely and accurate filing of tax returns in all jurisdictions, including the reconciliation of tax accounts via third party managed service. Provide timely review and sign off on returns and deliverables where required. Work with the Global Business Services (shared service centre) tax team on data provision. Identify and mitigate local tax risks, including ensuring the implementation and maintenance of internal controls to meet compliance and governance regimes (such as UK SAO, SOx and horizontal monitoring) and to prevent non-compliance and potential penalties. Monitor local legislative and regulatory changes for all taxes, assessing and advising management on tax impacts and practical mitigation strategies. Provide relevant updates to local / regional business. Provide specialist local input where possible into design decisions relating to S/4HANA and other enterprise-wide systems. ALL ABOUT YOU A qualified Chartered Accountant or Chartered Tax Advisor or other appropriate professional body. Relevant experience with a large MNC and/or Big 4 firm. Excellent knowledge of tax matters within a consumer goods business. Strong communicator with the confidence to liaise with stakeholders at all levels. Ability to work collaboratively across an organisation and externally to resolve issues. Naturally curious with a continuous improvement mindset and able to be agile/adaptable in changing circumstances. Strong organisational skills and capable of handling a variety of tasks and prioritising accordingly to meet deadlines. Great attention to detail, project management, and problem-solving attitude. NOTES Please apply via this portal as e-mail applications may not be processed and include your Future Fit Plan if possible. By applying for this vacancy, you are confirming that you have made your Line Manager aware of your application and that you are at a point in your career with Unilever where it is appropriate for you to be applying for other positions. Should you require additional information or reasonable adjustments to allow you to present your best self during this process, please contact your Talent Partner Juli Molina on What we offer Whilst the role is advertised on a full-time basis, we would be happy to discuss possible flexible working options and what this may look like for you. We strive to achieve a family-friendly and inclusive workplace and to, above all, create possibilities for all. Diversity at Unilever is about inclusion, embracing differences, creating possibilities and growing together for better business performance. We embrace diversity in our workforce. This means giving full and fair consideration to all applicants and continuing development of all employees regardless of age, disability, gender reassignment, race, religion or belief, sex, sexual orientation, marriage and civil partnership, and pregnancy and maternity. We are also more than happy to provide reasonable adjustments during our application and interview process to enable you to present your best self. To find out more, including about our Employee Resource Groups, please click here Equity, Diversity & Inclusion () . Location In June 2020 we announced our plan to consolidate a number of Unilever's offices across the South East of England into a new Unilever campus in Kingston-upon-Thames in or around early 2025. However, on the 08 August 2024 we announced to our existing staff our proposal to retain our central Head Office in London, 100 Victoria Embankment ("100VE") until our lease expires in 2027. As a result of this new proposal, we will be consulting with our existing staff, and new joiners who join during this period of consultation at 100VE, on the proposal made in August 2024. During consultation we will clarify the future location of each team and function. This means your role will either be based in 100VE until 2027 or in Kingston-Upon-Thames from early 2025. As we are yet to commence consultation on the proposal you agree, until such a time when consultation has concluded, your normal place of work as set out in the enclosed Statement of Terms & Conditions will be 100VE. You agree that on the conclusion of the consultation your place of work will be 100VE or 100VE until early 2025 and then Kingston-upon-Thames ("the locations") and you will be notified of which of the locations will be your place of work after that consultation ends. Relocation to the UK Please be aware if you are applying for this role from outside the UK, if successful, your application will be treated as a self-initiated Change Location Outside of Country (CLOC) transfer. This means any relocation costs must be self-funded with the potential to reclaim some specific pre-approved expenses up to £5,000. Please speak to your Talent Partner if you have any questions.
May 09, 2025
Full time
Please Note: The deadline for applying is 23.59 the day before the job posting end date. Job Title: Tax Manager UKI & Nordics Location: Kingston Work-Level: 2B JOB PURPOSE Ice Cream Finance: Leading for a winning, trusted and investible global ice cream market leader This is your chance for a 'once in a lifetime' career experience, playing a part in the creation of a fully independent, new Ice Cream organisation in what will be the Ultimate Pleasure Food company. We are seizing this unique opportunity to reset the role of Ice Cream Finance. Together we will become the best and most admired finance team in the world, and we'll do this by focusing on value creation, trailblazing future-fit financial processes and technology, and by becoming a training ground for financial craftsmanship that will be the envy of everyone. Just imagine the benefits of working within a single category, where everyone and everything is laser-focused on the same goal, where there's opportunity to develop deep and wide understanding of the business economics and international ecosystem of a single category, and to translate that into value creation. The role of Ice Cream Finance in this momentous moment is staggering, exciting, and yes a little daunting, which is why we are looking for empowered and accountable decision makers who are keen to take on end-to-end responsibility; if you are a self-starter who identifies opportunities, takes initiative, and innovates to create value, who is proactive, resourceful and comfortable with challenge and uncertainty, you will thrive with us. In return, you will be rewarded with a rich finance role, no matter where you are in your career, and within an environment that's both fulfilling and fun after all, life tastes better with Ice Cream! We're looking for a highly motivated Tax Manager to lead tax business partnering for the following markets: Direct Markets (key markets): UK, Sweden Flex Markets (sales markets): Denmark, Finland, Ireland Distributor Markets (export markets): N/A Why This Role Matters: Your role will ensure we meet our financial goals and comply with regulations, while also driving tax optimisation and leveraging technology. The Tax Manager will be responsible for providing in-market / regional tax advice on tax challenges and opportunities impacting the relevant markets. The role encompasses overseeing local planning, review and sign off on local compliance and reporting (delivered via third party managed service), responding to tax authority challenges and ensuring that the business optimises its tax position while adhering to all relevant in-country and global laws and regulations. RESPONSIBILITIES Accountable for ensuring local adherence to global tax strategy, policies and risk management framework and alignment with overall business objectives and regulatory environment. Provide specialist advice on direct and indirect tax implications of new business initiatives, mergers and acquisitions, cross-border transactions (new and existing flows), commercial and vendor contracts, and corporate initiatives. Accountable for the management of in-market / in-region tax audits and controversy (including tax authority disputes, litigation and settlements) to drive efficient and timely audit resolution. Provide local tax insight into the audit approach and process and consult with external advisors as required. Work closely with the central tax team to ensure consistent and efficient approaches to dispute resolution. Oversee timely and accurate filing of tax returns in all jurisdictions, including the reconciliation of tax accounts via third party managed service. Provide timely review and sign off on returns and deliverables where required. Work with the Global Business Services (shared service centre) tax team on data provision. Identify and mitigate local tax risks, including ensuring the implementation and maintenance of internal controls to meet compliance and governance regimes (such as UK SAO, SOx and horizontal monitoring) and to prevent non-compliance and potential penalties. Monitor local legislative and regulatory changes for all taxes, assessing and advising management on tax impacts and practical mitigation strategies. Provide relevant updates to local / regional business. Provide specialist local input where possible into design decisions relating to S/4HANA and other enterprise-wide systems. ALL ABOUT YOU A qualified Chartered Accountant or Chartered Tax Advisor or other appropriate professional body. Relevant experience with a large MNC and/or Big 4 firm. Excellent knowledge of tax matters within a consumer goods business. Strong communicator with the confidence to liaise with stakeholders at all levels. Ability to work collaboratively across an organisation and externally to resolve issues. Naturally curious with a continuous improvement mindset and able to be agile/adaptable in changing circumstances. Strong organisational skills and capable of handling a variety of tasks and prioritising accordingly to meet deadlines. Great attention to detail, project management, and problem-solving attitude. NOTES Please apply via this portal as e-mail applications may not be processed and include your Future Fit Plan if possible. By applying for this vacancy, you are confirming that you have made your Line Manager aware of your application and that you are at a point in your career with Unilever where it is appropriate for you to be applying for other positions. Should you require additional information or reasonable adjustments to allow you to present your best self during this process, please contact your Talent Partner Juli Molina on What we offer Whilst the role is advertised on a full-time basis, we would be happy to discuss possible flexible working options and what this may look like for you. We strive to achieve a family-friendly and inclusive workplace and to, above all, create possibilities for all. Diversity at Unilever is about inclusion, embracing differences, creating possibilities and growing together for better business performance. We embrace diversity in our workforce. This means giving full and fair consideration to all applicants and continuing development of all employees regardless of age, disability, gender reassignment, race, religion or belief, sex, sexual orientation, marriage and civil partnership, and pregnancy and maternity. We are also more than happy to provide reasonable adjustments during our application and interview process to enable you to present your best self. To find out more, including about our Employee Resource Groups, please click here Equity, Diversity & Inclusion () . Location In June 2020 we announced our plan to consolidate a number of Unilever's offices across the South East of England into a new Unilever campus in Kingston-upon-Thames in or around early 2025. However, on the 08 August 2024 we announced to our existing staff our proposal to retain our central Head Office in London, 100 Victoria Embankment ("100VE") until our lease expires in 2027. As a result of this new proposal, we will be consulting with our existing staff, and new joiners who join during this period of consultation at 100VE, on the proposal made in August 2024. During consultation we will clarify the future location of each team and function. This means your role will either be based in 100VE until 2027 or in Kingston-Upon-Thames from early 2025. As we are yet to commence consultation on the proposal you agree, until such a time when consultation has concluded, your normal place of work as set out in the enclosed Statement of Terms & Conditions will be 100VE. You agree that on the conclusion of the consultation your place of work will be 100VE or 100VE until early 2025 and then Kingston-upon-Thames ("the locations") and you will be notified of which of the locations will be your place of work after that consultation ends. Relocation to the UK Please be aware if you are applying for this role from outside the UK, if successful, your application will be treated as a self-initiated Change Location Outside of Country (CLOC) transfer. This means any relocation costs must be self-funded with the potential to reclaim some specific pre-approved expenses up to £5,000. Please speak to your Talent Partner if you have any questions.
You will need to login before you can apply for a job. Employer: Unilever Location: Kingston Upon Thames, England, United Kingdom Salary: Competitive Closing date: 10 May 2025 Sector: Banking and Financial Services, Finance and Accounts Role: Manager Contract Type: Permanent Hours: Full Time Job Title: Tax Manager UKI & Nordics Location: Kingston Work-Level: 2B JOB PURPOSE This is your chance for a 'once in a lifetime' career experience, playing a part in the creation of a fully independent, new Ice Cream organisation in what will be the Ultimate Pleasure Food company. We are seizing this unique opportunity to reset the role of Ice Cream Finance. Together we will become the best and most admired finance team in the world, focusing on value creation, trailblazing future-fit financial processes and technology, and becoming a training ground for financial craftsmanship that will be the envy of everyone. We're looking for a highly motivated Tax Manager to lead tax business partnering for the following markets: Direct Markets: UK, Sweden Flex Markets: Denmark, Finland, Ireland Distributor Markets: N/A Why This Role Matters Your role will ensure we meet our financial goals and comply with regulations, while also driving tax optimisation and leveraging technology. The Tax Manager will be responsible for providing in-market / regional tax advice on tax challenges and opportunities impacting the relevant markets. The role encompasses overseeing local planning, reviewing and signing off on local compliance and reporting, responding to tax authority challenges, and ensuring that the business optimises its tax position while adhering to all relevant in-country and global laws and regulations. RESPONSIBILITIES Accountable for ensuring local adherence to global tax strategy, policies and risk management framework and alignment with overall business objectives and regulatory environment. Provide specialist advice on direct and indirect tax implications of new business initiatives, mergers and acquisitions, cross-border transactions, commercial and vendor contracts, and corporate initiatives. Accountable for the management of in-market / in-region tax audits and controversy to drive efficient and timely audit resolution. Oversee timely and accurate filing of tax returns in all jurisdictions, including the reconciliation of tax accounts via third party managed service. Identify and mitigate local tax risks, including ensuring the implementation and maintenance of internal controls to meet compliance and governance regimes. Monitor local legislative and regulatory changes for all taxes, assessing and advising management on tax impacts and practical mitigation strategies. Provide specialist local input where possible into design decisions relating to S/4HANA and other enterprise-wide systems. ALL ABOUT YOU A qualified Chartered Accountant or Chartered Tax Advisor or other appropriate professional body. Relevant experience with a large MNC and/or Big 4 firm. Excellent knowledge of tax matters within a consumer goods business. Strong communicator with the confidence to liaise with stakeholders at all levels. Ability to work collaboratively across an organisation and externally to resolve issues. Naturally curious with a continuous improvement mindset and able to be agile/adaptable in changing circumstances. Strong organisational skills and capable of handling a variety of tasks and prioritising accordingly to meet deadlines. Great attention to detail, project management, and problem-solving attitude. NOTES Please apply via this portal as e-mail applications may not be processed and include your Future Fit Plan if possible. By applying for this vacancy, you are confirming that you have made your Line Manager aware of your application and that you are at a point in your career with Unilever where it is appropriate for you to be applying for other positions. Should you require additional information or reasonable adjustments to allow you to present your best self during this process, please contact your Talent Partner Juli Molina on . What we offer Whilst the role is advertised on a full-time basis, we would be happy to discuss possible flexible working options. We strive to achieve a family-friendly and inclusive workplace. Company Be part of the most successful purpose-led business in the world. Have the opportunity to see the true impact that you're having in the work you do. Our policies & flexible working At Unilever, we have a range of market-leading, family-friendly and flexible working policies. Our ambition: unlocking talent through disability inclusion The World Health Organization estimates that there are one billion people in the world currently living with a disability. Removing the barriers facing people living with disability is a priority for our business.
May 09, 2025
Full time
You will need to login before you can apply for a job. Employer: Unilever Location: Kingston Upon Thames, England, United Kingdom Salary: Competitive Closing date: 10 May 2025 Sector: Banking and Financial Services, Finance and Accounts Role: Manager Contract Type: Permanent Hours: Full Time Job Title: Tax Manager UKI & Nordics Location: Kingston Work-Level: 2B JOB PURPOSE This is your chance for a 'once in a lifetime' career experience, playing a part in the creation of a fully independent, new Ice Cream organisation in what will be the Ultimate Pleasure Food company. We are seizing this unique opportunity to reset the role of Ice Cream Finance. Together we will become the best and most admired finance team in the world, focusing on value creation, trailblazing future-fit financial processes and technology, and becoming a training ground for financial craftsmanship that will be the envy of everyone. We're looking for a highly motivated Tax Manager to lead tax business partnering for the following markets: Direct Markets: UK, Sweden Flex Markets: Denmark, Finland, Ireland Distributor Markets: N/A Why This Role Matters Your role will ensure we meet our financial goals and comply with regulations, while also driving tax optimisation and leveraging technology. The Tax Manager will be responsible for providing in-market / regional tax advice on tax challenges and opportunities impacting the relevant markets. The role encompasses overseeing local planning, reviewing and signing off on local compliance and reporting, responding to tax authority challenges, and ensuring that the business optimises its tax position while adhering to all relevant in-country and global laws and regulations. RESPONSIBILITIES Accountable for ensuring local adherence to global tax strategy, policies and risk management framework and alignment with overall business objectives and regulatory environment. Provide specialist advice on direct and indirect tax implications of new business initiatives, mergers and acquisitions, cross-border transactions, commercial and vendor contracts, and corporate initiatives. Accountable for the management of in-market / in-region tax audits and controversy to drive efficient and timely audit resolution. Oversee timely and accurate filing of tax returns in all jurisdictions, including the reconciliation of tax accounts via third party managed service. Identify and mitigate local tax risks, including ensuring the implementation and maintenance of internal controls to meet compliance and governance regimes. Monitor local legislative and regulatory changes for all taxes, assessing and advising management on tax impacts and practical mitigation strategies. Provide specialist local input where possible into design decisions relating to S/4HANA and other enterprise-wide systems. ALL ABOUT YOU A qualified Chartered Accountant or Chartered Tax Advisor or other appropriate professional body. Relevant experience with a large MNC and/or Big 4 firm. Excellent knowledge of tax matters within a consumer goods business. Strong communicator with the confidence to liaise with stakeholders at all levels. Ability to work collaboratively across an organisation and externally to resolve issues. Naturally curious with a continuous improvement mindset and able to be agile/adaptable in changing circumstances. Strong organisational skills and capable of handling a variety of tasks and prioritising accordingly to meet deadlines. Great attention to detail, project management, and problem-solving attitude. NOTES Please apply via this portal as e-mail applications may not be processed and include your Future Fit Plan if possible. By applying for this vacancy, you are confirming that you have made your Line Manager aware of your application and that you are at a point in your career with Unilever where it is appropriate for you to be applying for other positions. Should you require additional information or reasonable adjustments to allow you to present your best self during this process, please contact your Talent Partner Juli Molina on . What we offer Whilst the role is advertised on a full-time basis, we would be happy to discuss possible flexible working options. We strive to achieve a family-friendly and inclusive workplace. Company Be part of the most successful purpose-led business in the world. Have the opportunity to see the true impact that you're having in the work you do. Our policies & flexible working At Unilever, we have a range of market-leading, family-friendly and flexible working policies. Our ambition: unlocking talent through disability inclusion The World Health Organization estimates that there are one billion people in the world currently living with a disability. Removing the barriers facing people living with disability is a priority for our business.
Please Note: The deadline for applying is 23.59 the day before the job posting end date. Job Title: Tax Manager UKI & Nordics Location: Kingston Work-Level: 2B JOB PURPOSE Ice Cream Finance: Leading for a winning, trusted and investible global ice cream market leader This is your chance for a 'once in a lifetime' career experience, playing a part in the creation of a fully independent, new Ice Cream organisation in what will be the Ultimate Pleasure Food company. We are seizing this unique opportunity to reset the role of Ice Cream Finance. Together we will become the best and most admired finance team in the world, and we'll do this by focusing on value creation, trailblazing future-fit financial processes and technology, and by becoming a training ground for financial craftsmanship that will be the envy of everyone. Just imagine the benefits of working within a single category, where everyone and everything is laser-focused on the same goal, where there's opportunity to develop deep and wide understanding of the business economics and international ecosystem of a single category, and to translate that into value creation. The role of Ice Cream Finance in this momentous moment is staggering, exciting, and yes a little daunting, which is why we are looking for empowered and accountable decision makers who are keen to take on end-to-end responsibility; if you are a self-starter who identifies opportunities, takes initiative, and innovates to create value, who is proactive, resourceful and comfortable with challenge and uncertainty, you will thrive with us. In return, you will be rewarded with a rich finance role, no matter where you are in your career, and within an environment that's both fulfilling and fun after all,life tastes better with Ice Cream! We're looking for a highly motivated Tax Manager to lead tax business partnering for the following markets: Direct Markets(key markets): UK, Sweden Flex Markets(sales markets): Denmark, Finland, Ireland Distributor Markets(export markets): N/A Why This Role Matters: Your role will ensure we meet our financial goals and comply with regulations, while also driving tax optimisation and leveraging technology. The Tax Manager will be responsible for providing in-market / regional tax advice on tax challenges and opportunities impacting the relevant markets. The role encompasses overseeing local planning, review and sign off on local compliance and reporting (delivered via third party managed service), responding to tax authority challenges and ensuring that the business optimises its tax position while adhering to all relevant in-country and global laws and regulations. RESPONSIBILITIES Accountable for ensuring local adherence to global tax strategy, policies and risk management framework and alignment with overall business objectives and regulatory environment. Provide specialist advice on direct and indirect tax implications of new business initiatives, mergers and acquisitions, cross-border transactions (new and existing flows), commercial and vendor contracts, and corporate initiatives. Accountable for the management of in-market / in-region tax audits and controversy (including tax authority disputes, litigation and settlements) to drive efficient and timely audit resolution. Provide local tax insight into the audit approach and process and consult with external advisors as required. Work closely with the central tax team to ensure consistent and efficient approaches to dispute resolution. Oversee timely and accurate filing of tax returns in all jurisdictions, including the reconciliation of tax accounts via third party managed service. Provide timely review and sign off on returns and deliverables where required. Work with the Global Business Services (shared service centre) tax team on data provision. Identify and mitigate local tax risks, including ensuring the implementation and maintenance of internal controls to meet compliance and governance regimes (such as UK SAO, SOx and horizontal monitoring) and to prevent non-compliance and potential penalties. Monitor local legislative and regulatory changes for all taxes, assessing and advising management on tax impacts and practical mitigation strategies. Provide relevant updates to local / regional business. Provide specialist local input where possible into design decisions relating to S/4HANA and other enterprise-wide systems. ALL ABOUT YOU A qualified Chartered Accountant or Chartered Tax Advisor or other appropriate professional body. Relevant experience with a large MNC and/or Big 4 firm. Excellent knowledge of tax matters within a consumer goods business. Strong communicator with the confidence to liaise with stakeholders at all levels. Ability to work collaboratively across an organisation and externally to resolve issues. Naturally curious with a continuous improvement mindset and able to be agile/adaptable in changing circumstances. Strong organisational skills and capable of handling a variety of tasks and prioritising accordingly to meet deadlines. Great attention to detail, project management, and problem-solving attitude. NOTES Please apply via this portal as e-mail applications may not be processed and include your Future Fit Plan if possible. By applying for this vacancy, you are confirming that you have made your Line Manager aware of your application and that you are at a point in your career with Unilever where it is appropriate for you to be applying for other positions. Should you require additional information or reasonable adjustments to allow you to present your best self during this process, please contact your Talent Partner Juli Molina on What we offer Whilst the role is advertised on a full-time basis, we would be happy to discuss possible flexible working options and what this may look like for you. We strive to achieve a family-friendly and inclusive workplace and to, above all, create possibilities for all. Diversity at Unilever is about inclusion, embracing differences, creating possibilities and growing together for better business performance. We embrace diversity in our workforce. This means giving full and fair consideration to all applicants and continuing development of all employees regardless of age, disability, gender reassignment, race, religion or belief, sex, sexual orientation, marriage and civil partnership, and pregnancy and maternity. We are also more than happy to provide reasonable adjustments during our application and interview process to enable you to present your best self. To find out more, including about our Employee Resource Groups, please click here Equity, Diversity & Inclusion () .
May 09, 2025
Full time
Please Note: The deadline for applying is 23.59 the day before the job posting end date. Job Title: Tax Manager UKI & Nordics Location: Kingston Work-Level: 2B JOB PURPOSE Ice Cream Finance: Leading for a winning, trusted and investible global ice cream market leader This is your chance for a 'once in a lifetime' career experience, playing a part in the creation of a fully independent, new Ice Cream organisation in what will be the Ultimate Pleasure Food company. We are seizing this unique opportunity to reset the role of Ice Cream Finance. Together we will become the best and most admired finance team in the world, and we'll do this by focusing on value creation, trailblazing future-fit financial processes and technology, and by becoming a training ground for financial craftsmanship that will be the envy of everyone. Just imagine the benefits of working within a single category, where everyone and everything is laser-focused on the same goal, where there's opportunity to develop deep and wide understanding of the business economics and international ecosystem of a single category, and to translate that into value creation. The role of Ice Cream Finance in this momentous moment is staggering, exciting, and yes a little daunting, which is why we are looking for empowered and accountable decision makers who are keen to take on end-to-end responsibility; if you are a self-starter who identifies opportunities, takes initiative, and innovates to create value, who is proactive, resourceful and comfortable with challenge and uncertainty, you will thrive with us. In return, you will be rewarded with a rich finance role, no matter where you are in your career, and within an environment that's both fulfilling and fun after all,life tastes better with Ice Cream! We're looking for a highly motivated Tax Manager to lead tax business partnering for the following markets: Direct Markets(key markets): UK, Sweden Flex Markets(sales markets): Denmark, Finland, Ireland Distributor Markets(export markets): N/A Why This Role Matters: Your role will ensure we meet our financial goals and comply with regulations, while also driving tax optimisation and leveraging technology. The Tax Manager will be responsible for providing in-market / regional tax advice on tax challenges and opportunities impacting the relevant markets. The role encompasses overseeing local planning, review and sign off on local compliance and reporting (delivered via third party managed service), responding to tax authority challenges and ensuring that the business optimises its tax position while adhering to all relevant in-country and global laws and regulations. RESPONSIBILITIES Accountable for ensuring local adherence to global tax strategy, policies and risk management framework and alignment with overall business objectives and regulatory environment. Provide specialist advice on direct and indirect tax implications of new business initiatives, mergers and acquisitions, cross-border transactions (new and existing flows), commercial and vendor contracts, and corporate initiatives. Accountable for the management of in-market / in-region tax audits and controversy (including tax authority disputes, litigation and settlements) to drive efficient and timely audit resolution. Provide local tax insight into the audit approach and process and consult with external advisors as required. Work closely with the central tax team to ensure consistent and efficient approaches to dispute resolution. Oversee timely and accurate filing of tax returns in all jurisdictions, including the reconciliation of tax accounts via third party managed service. Provide timely review and sign off on returns and deliverables where required. Work with the Global Business Services (shared service centre) tax team on data provision. Identify and mitigate local tax risks, including ensuring the implementation and maintenance of internal controls to meet compliance and governance regimes (such as UK SAO, SOx and horizontal monitoring) and to prevent non-compliance and potential penalties. Monitor local legislative and regulatory changes for all taxes, assessing and advising management on tax impacts and practical mitigation strategies. Provide relevant updates to local / regional business. Provide specialist local input where possible into design decisions relating to S/4HANA and other enterprise-wide systems. ALL ABOUT YOU A qualified Chartered Accountant or Chartered Tax Advisor or other appropriate professional body. Relevant experience with a large MNC and/or Big 4 firm. Excellent knowledge of tax matters within a consumer goods business. Strong communicator with the confidence to liaise with stakeholders at all levels. Ability to work collaboratively across an organisation and externally to resolve issues. Naturally curious with a continuous improvement mindset and able to be agile/adaptable in changing circumstances. Strong organisational skills and capable of handling a variety of tasks and prioritising accordingly to meet deadlines. Great attention to detail, project management, and problem-solving attitude. NOTES Please apply via this portal as e-mail applications may not be processed and include your Future Fit Plan if possible. By applying for this vacancy, you are confirming that you have made your Line Manager aware of your application and that you are at a point in your career with Unilever where it is appropriate for you to be applying for other positions. Should you require additional information or reasonable adjustments to allow you to present your best self during this process, please contact your Talent Partner Juli Molina on What we offer Whilst the role is advertised on a full-time basis, we would be happy to discuss possible flexible working options and what this may look like for you. We strive to achieve a family-friendly and inclusive workplace and to, above all, create possibilities for all. Diversity at Unilever is about inclusion, embracing differences, creating possibilities and growing together for better business performance. We embrace diversity in our workforce. This means giving full and fair consideration to all applicants and continuing development of all employees regardless of age, disability, gender reassignment, race, religion or belief, sex, sexual orientation, marriage and civil partnership, and pregnancy and maternity. We are also more than happy to provide reasonable adjustments during our application and interview process to enable you to present your best self. To find out more, including about our Employee Resource Groups, please click here Equity, Diversity & Inclusion () .
Salary: £60k-£70k depending on experience. Role type: Permanent Location: Hybrid - London (Farringdon) 2 days a week Reporting to: General Counsel and Director of Compliance About Hometree Join Hometree Group and be at the forefront of transforming the residential energy landscape. Founded in 2015, Hometree began its journey in the home cover market. Today, We are spearheading the shift towards a future where home energy systems are decentralised, digitised, and reliant on renewable sources such as heat pumps, solar panels, batteries, EV chargers, and smart controls. This innovative approach is not just about sustainability; it's about empowering homeowners to manage their energy more efficiently and cost-effectively, thereby setting new standards in energy consumption. We operate across three dynamic divisions: Financial Services: Here, you'll contribute to offering flexible financing options, that make it feasible for homeowners to embrace renewable energy technologies and make essential upgrades. Energy Services: Be part of our extensive network of local installation businesses that equip homeowners with the cutting-edge, sustainable energy solutions necessary for reaching net-zero emissions. Home Services: Help maintain the comfort and functionality of homes with comprehensive coverage plans that protect the essential hardware in the home. At Hometree Group, we are committed to guiding UK homeowners on their journey towards more sustainable energy solutions, and we need passionate individuals to support them at every step. Join us during this exciting time, and play a pivotal role in a business that supports sustainable homeownership in alignment with their readiness and needs. Key Achievements £85m+ Capital Raised - We've raised over £85m to-date from leading global investors including Legal & General Capital and specialist energy VCs 6 Acquisitions - We've expanded our operations by acquiring four key companies across financing (Hometree Finance - formerly Bewarm), home cover (Your Repair) and energy services (Geowarmth, The Little Green Energy Company, IMS and GreenGen). 100k Homes Covered - We cover over one hundred thousand homes across the UK 280+ Employees - We have over 280 passionate employees transforming the industry across the Group, one home at a time The Role Join us as a Compliance Manager, where you will take ownership of your role, shaping your own roadmap alongside the General Counsel. You'll provide clear compliance advice, lead end-to-end monitoring reviews, and drive regulatory policy implementation, all while ensuring accurate reporting and leading change programmes. With exposure to senior stakeholders and regulators in a high-growth fintech/greentech environment, you'll work closely with an experienced General Counsel. Strong communication, project management, and collaboration skills are essential, as well as a passion for training and continuous improvement in a fast-paced, dynamic sector. Responsibilities: Regulatory horizon & policy: Maintain the compliance plan; map evolving rules (Consumer Duty, CONC, SYSC, SM&CR) to business processes; brief on impacts and drive timely change programmes. Monitoring & MI: Improve upon and execute a proportionate and compliant monitoring programme and track actions through to closure. First line execution and enablement: Improve and where necessary execute IAR / AR onboarding & annual training, including financial promotion controls, so our introducers remain inside their narrow scope. Regulatory returns & reporting: Lead RegData submissions, ensuring accuracy, audit trail and on time delivery. SM&CR & Fitness & Propriety: Run annual certifications; maintain Statements of Responsibility & Conduct Rule training logs. Advisory & projects: Sit "in the room" on new product design and marketing; identify conduct risks early and document Consumer Duty outcome testing. Compliance Culture Carrier: Model the compliance behaviours we expect to see, coach the first line and help colleagues grow their compliance commitment and knowledge. What we're looking for: Experienced compliance professional: we would anticipate this role being suitable for someone with 2-5 years' second line compliance experience in consumer finance, with hands-on SM&CR and RegData reporting knowledge. Regulatory fluency: Confident navigating CONC, PRIN, SYSC, COCON, DISP, and the Consumer Duty outcomes framework as well as CCA, DSR and Consumer Protection from Unfair Trading Regulations. Practical and strategic: Proven ability to offer clear compliance advice, lead end-to-end monitoring reviews, and manage regulatory change. Strong communicator: First-class written and presentation skills, with the ability to tailor content to diverse stakeholders. Project & time management: Skilled at balancing priorities, meeting deadlines, and leading cross-functional teams in fast-paced environments. Collaborative and adaptable: Works seamlessly with varied teams; thrives in scale-up settings and is keen to dive into new areas. Creative trainer: Brings compliance to life with engaging training sessions, including for IAR/AR obligations. Problem-solver: Spots risks early and implements practical, business-friendly solutions. Extra Credit: ICA Diploma in Governance, Risk & Compliance (or equivalent) is a plus. Our Recruitment Process: Initial Call: Start with an introductory call with our Junior Talent Acquisition Partner to discuss the role and your potential fit. (30 mins) Values Interview: Engage in a detailed discussion about your past experiences with our General Counsel (1 hr) Task Stage: Present a task to our General Counsel and meet with a key stakeholder that you would interact with were you successful (1 hr) Final Interview: Final interview with a member of senior management or our senior leadership team (30mins) Perks of the job We have an ever expanding list of benefits that currently includes: 25 days holiday plus bank holidays and your birthday Hybrid working - Spend 2 days per week with your team in our collaborative London office (it's dog friendly too!) Free boiler & home emergency cover with Hometree plus 40% discount for friends & family Discounted gym membership across over 100 UK gyms (independent and chains) and free fitness, wellness and nutrition apps. £300 Home office allowance Support for your mental health and wellbeing via Oliva Menopause support from Stella , including friends & family access Cycle to work scheme Regular team socials including Summer and Winter parties. FCA Code of Conduct At Hometree, we prioritise ethical conduct and regulatory compliance. As a regulated financial services organisation, we operate under the strict guidelines and regulations set forth by the Financial Conduct Authority (FCA). We are committed to maintaining the highest standards of integrity and professionalism in all aspects of our business. As a prospective member of our team, you will be expected to fully embrace and adhere to the FCA Code of Conduct obligations. These obligations are designed to ensure the fair treatment of customers, the preservation of market integrity, and the promotion of healthy competition within the financial services industry. Equal Opportunity Employer At Hometree, we are committed to creating an inclusive and representative environment. We know that different experiences, perspectives and backgrounds make for a better workplace and a better planet. Together, we celebrate differences and promote a culture where you can bring your full self to work. We promise to give you the same opportunities as everyone else and we won't discriminate against you at any point in the hiring process or the working day. This includes how we source talent, our interview process, our conditions of employment, feedback and everything in between
May 08, 2025
Full time
Salary: £60k-£70k depending on experience. Role type: Permanent Location: Hybrid - London (Farringdon) 2 days a week Reporting to: General Counsel and Director of Compliance About Hometree Join Hometree Group and be at the forefront of transforming the residential energy landscape. Founded in 2015, Hometree began its journey in the home cover market. Today, We are spearheading the shift towards a future where home energy systems are decentralised, digitised, and reliant on renewable sources such as heat pumps, solar panels, batteries, EV chargers, and smart controls. This innovative approach is not just about sustainability; it's about empowering homeowners to manage their energy more efficiently and cost-effectively, thereby setting new standards in energy consumption. We operate across three dynamic divisions: Financial Services: Here, you'll contribute to offering flexible financing options, that make it feasible for homeowners to embrace renewable energy technologies and make essential upgrades. Energy Services: Be part of our extensive network of local installation businesses that equip homeowners with the cutting-edge, sustainable energy solutions necessary for reaching net-zero emissions. Home Services: Help maintain the comfort and functionality of homes with comprehensive coverage plans that protect the essential hardware in the home. At Hometree Group, we are committed to guiding UK homeowners on their journey towards more sustainable energy solutions, and we need passionate individuals to support them at every step. Join us during this exciting time, and play a pivotal role in a business that supports sustainable homeownership in alignment with their readiness and needs. Key Achievements £85m+ Capital Raised - We've raised over £85m to-date from leading global investors including Legal & General Capital and specialist energy VCs 6 Acquisitions - We've expanded our operations by acquiring four key companies across financing (Hometree Finance - formerly Bewarm), home cover (Your Repair) and energy services (Geowarmth, The Little Green Energy Company, IMS and GreenGen). 100k Homes Covered - We cover over one hundred thousand homes across the UK 280+ Employees - We have over 280 passionate employees transforming the industry across the Group, one home at a time The Role Join us as a Compliance Manager, where you will take ownership of your role, shaping your own roadmap alongside the General Counsel. You'll provide clear compliance advice, lead end-to-end monitoring reviews, and drive regulatory policy implementation, all while ensuring accurate reporting and leading change programmes. With exposure to senior stakeholders and regulators in a high-growth fintech/greentech environment, you'll work closely with an experienced General Counsel. Strong communication, project management, and collaboration skills are essential, as well as a passion for training and continuous improvement in a fast-paced, dynamic sector. Responsibilities: Regulatory horizon & policy: Maintain the compliance plan; map evolving rules (Consumer Duty, CONC, SYSC, SM&CR) to business processes; brief on impacts and drive timely change programmes. Monitoring & MI: Improve upon and execute a proportionate and compliant monitoring programme and track actions through to closure. First line execution and enablement: Improve and where necessary execute IAR / AR onboarding & annual training, including financial promotion controls, so our introducers remain inside their narrow scope. Regulatory returns & reporting: Lead RegData submissions, ensuring accuracy, audit trail and on time delivery. SM&CR & Fitness & Propriety: Run annual certifications; maintain Statements of Responsibility & Conduct Rule training logs. Advisory & projects: Sit "in the room" on new product design and marketing; identify conduct risks early and document Consumer Duty outcome testing. Compliance Culture Carrier: Model the compliance behaviours we expect to see, coach the first line and help colleagues grow their compliance commitment and knowledge. What we're looking for: Experienced compliance professional: we would anticipate this role being suitable for someone with 2-5 years' second line compliance experience in consumer finance, with hands-on SM&CR and RegData reporting knowledge. Regulatory fluency: Confident navigating CONC, PRIN, SYSC, COCON, DISP, and the Consumer Duty outcomes framework as well as CCA, DSR and Consumer Protection from Unfair Trading Regulations. Practical and strategic: Proven ability to offer clear compliance advice, lead end-to-end monitoring reviews, and manage regulatory change. Strong communicator: First-class written and presentation skills, with the ability to tailor content to diverse stakeholders. Project & time management: Skilled at balancing priorities, meeting deadlines, and leading cross-functional teams in fast-paced environments. Collaborative and adaptable: Works seamlessly with varied teams; thrives in scale-up settings and is keen to dive into new areas. Creative trainer: Brings compliance to life with engaging training sessions, including for IAR/AR obligations. Problem-solver: Spots risks early and implements practical, business-friendly solutions. Extra Credit: ICA Diploma in Governance, Risk & Compliance (or equivalent) is a plus. Our Recruitment Process: Initial Call: Start with an introductory call with our Junior Talent Acquisition Partner to discuss the role and your potential fit. (30 mins) Values Interview: Engage in a detailed discussion about your past experiences with our General Counsel (1 hr) Task Stage: Present a task to our General Counsel and meet with a key stakeholder that you would interact with were you successful (1 hr) Final Interview: Final interview with a member of senior management or our senior leadership team (30mins) Perks of the job We have an ever expanding list of benefits that currently includes: 25 days holiday plus bank holidays and your birthday Hybrid working - Spend 2 days per week with your team in our collaborative London office (it's dog friendly too!) Free boiler & home emergency cover with Hometree plus 40% discount for friends & family Discounted gym membership across over 100 UK gyms (independent and chains) and free fitness, wellness and nutrition apps. £300 Home office allowance Support for your mental health and wellbeing via Oliva Menopause support from Stella , including friends & family access Cycle to work scheme Regular team socials including Summer and Winter parties. FCA Code of Conduct At Hometree, we prioritise ethical conduct and regulatory compliance. As a regulated financial services organisation, we operate under the strict guidelines and regulations set forth by the Financial Conduct Authority (FCA). We are committed to maintaining the highest standards of integrity and professionalism in all aspects of our business. As a prospective member of our team, you will be expected to fully embrace and adhere to the FCA Code of Conduct obligations. These obligations are designed to ensure the fair treatment of customers, the preservation of market integrity, and the promotion of healthy competition within the financial services industry. Equal Opportunity Employer At Hometree, we are committed to creating an inclusive and representative environment. We know that different experiences, perspectives and backgrounds make for a better workplace and a better planet. Together, we celebrate differences and promote a culture where you can bring your full self to work. We promise to give you the same opportunities as everyone else and we won't discriminate against you at any point in the hiring process or the working day. This includes how we source talent, our interview process, our conditions of employment, feedback and everything in between
Salary: £35k - £50k per annum (depending on experience) Role type: Permanent Location: Hybrid - London (Farringdon) 2 days a week Reporting to: General Counsel & Director of Compliance About Hometree Join Hometree Group and be at the forefront of transforming the residential energy landscape. Founded in 2015, Hometree began its journey in the home cover market. Today, We are spearheading the shift towards a future where home energy systems are decentralised, digitised, and reliant on renewable sources such as heat pumps, solar panels, batteries, EV chargers, and smart controls. This innovative approach is not just about sustainability; it's about empowering homeowners to manage their energy more efficiently and cost-effectively, thereby setting new standards in energy consumption. We operate across three dynamic divisions: Financial Services: Here, you'll contribute to offering flexible financing options, that make it feasible for homeowners to embrace renewable energy technologies and make essential upgrades. Energy Services: Be part of our extensive network of local installation businesses that equip homeowners with the cutting-edge, sustainable energy solutions necessary for reaching net-zero emissions. Home Services: Help maintain the comfort and functionality of homes with comprehensive coverage plans that protect the essential hardware in the home. At Hometree Group, we are committed to guiding UK homeowners on their journey towards more sustainable energy solutions, and we need passionate individuals to support them at every step. Join us during this exciting time, and play a pivotal role in a business that supports sustainable homeownership in alignment with their readiness and needs. Key Achievements £85m+ Capital Raised - We've raised over £85m to-date from leading global investors including Legal & General Capital and specialist energy VCs 5 Acquisitions - We've expanded our operations by acquiring four key companies across financing (Hometree Finance - formerly Bewarm), home cover (Your Repair) and installations energy services (Geowarmth, The Little Green Energy Company, IMS and GreenGen). 100k Homes Covered - We cover over one hundred thousand homes across the UK 280+ Employees - We have over 250 passionate employees transforming the industry across the Group, one home at a time The Role We're hiring our first Paralegal to help build a modern, data driven legal function alongside the General Counsel. This is a broad, generalist hands on role spanning contract work, corporate governance and legal operations. You'll keep the wheels turning day to day while also shaping the metrics, processes and tech that will power the team as we scale. Expect genuine variety, autonomy (and ownership!) and exposure to every corner of a fast growing, multi-faceted greentech business. Key Responsibilities Contract lifecycle : Draft, review and negotiate NDAs, supplier, customer and partnership agreements using playbooks; maintain our contract repository and expiry/renewal diary. Legal intake & triage : Manage the shared Legal inbox, log and categorise requests, track SLAs and generate monthly KPIs on volume, source, complexity and completion times. Corporate governance : Assist with board and committee packs, schedule meetings and help to maintain statutory registers and Companies House filings for 10+ group entities. Legal ops & optimisation : Champion efficient ways of working: template automation, e signatures, matter management dashboards in due course and self serve guidance and controls for the business. Research & advisory : Undertake legal research, horizon scan upcoming regulations and produce concise briefings for the GC and stakeholders. External counsel coordination : Track instructions and spend; help evaluate make vs buy decisions on capability vs capacity. What We're Looking For We understand that great paralegals come from a wide range of backgrounds, and our General Counsel takes an open and inclusive approach to hiring-mindset, adaptability, and a willingness to learn matter more than a perfect match on paper. That said, for transparency, this role is not intended as a route to solicitor qualification. The only essential requirements are prior experience working with contracts and some exposure to or involvement in legal operations initiatives; everything else is a bonus. Foundation in commercial & corporate law - 1 3 years' experience in house or at a reputable firm. Company secretarial know how - board pack prep, minute taking and statutory filings. Operational mindset - loves data, process and technology; able to translate "legal ops thoughts" into measurable KPIs and dashboards. Stakeholder savvy - clear written and verbal communicator who can make complex issues simple for non lawyers. Self starter - thrives in an unstructured scale up, juggling multiple priorities with calm and good humour. Tech curious - comfortable experimenting with CLM tools, AI drafting aids and Excel/Sheets to drive efficiency. Extra Credit Experience standing up an intake or ticketing system for legal requests Familiarity with FCA consumer finance rules (CONC, Consumer Duty) Exposure to renewable energy, fintech or other highly regulated sectors Our Recruitment Process Initial Call - informal chat with our Junior Talent Acquisition Partner (30 mins) Values Interview - discussion of your experience with the General Counsel (1 hr) Task Stage - short practical exercise plus meeting with a key stakeholder (1 hr) Final Interview - conversation with a member of senior leadership, if applicable (30 mins) Perks of the Job 25 days' holiday + bank holidays + your birthday off Hybrid working - 2 days/week in our dog friendly Farringdon office Free boiler & home emergency cover + 40 % discount for friends & family Discounted gym membership (100+ UK gyms) + free wellness & nutrition apps £300 home office allowance Mental health support via Oliva & menopause support from Stella Cycle to work scheme Regular socials including summer & winter parties FCA Code of Conduct At Hometree, we prioritise ethical conduct and regulatory compliance. As a regulated financial services organisation, we operate under the strict guidelines and regulations set forth by the Financial Conduct Authority (FCA). We are committed to maintaining the highest standards of integrity and professionalism in all aspects of our business. As a prospective member of our team, you will be expected to fully embrace and adhere to the FCA Code of Conduct obligations. These obligations are designed to ensure the fair treatment of customers, the preservation of market integrity, and the promotion of healthy competition within the financial services industry. Equal Opportunity Employer At Hometree, we are committed to creating an inclusive and representative environment. We know that different experiences, perspectives and backgrounds make for a better workplace and a better planet. Together, we celebrate differences and promote a culture where you can bring your full self to work. We promise to give you the same opportunities as everyone else and we won't discriminate against you at any point in the hiring process or the working day. This includes how we source talent, our interview process, our conditions of employment, feedback and everything in between
May 08, 2025
Full time
Salary: £35k - £50k per annum (depending on experience) Role type: Permanent Location: Hybrid - London (Farringdon) 2 days a week Reporting to: General Counsel & Director of Compliance About Hometree Join Hometree Group and be at the forefront of transforming the residential energy landscape. Founded in 2015, Hometree began its journey in the home cover market. Today, We are spearheading the shift towards a future where home energy systems are decentralised, digitised, and reliant on renewable sources such as heat pumps, solar panels, batteries, EV chargers, and smart controls. This innovative approach is not just about sustainability; it's about empowering homeowners to manage their energy more efficiently and cost-effectively, thereby setting new standards in energy consumption. We operate across three dynamic divisions: Financial Services: Here, you'll contribute to offering flexible financing options, that make it feasible for homeowners to embrace renewable energy technologies and make essential upgrades. Energy Services: Be part of our extensive network of local installation businesses that equip homeowners with the cutting-edge, sustainable energy solutions necessary for reaching net-zero emissions. Home Services: Help maintain the comfort and functionality of homes with comprehensive coverage plans that protect the essential hardware in the home. At Hometree Group, we are committed to guiding UK homeowners on their journey towards more sustainable energy solutions, and we need passionate individuals to support them at every step. Join us during this exciting time, and play a pivotal role in a business that supports sustainable homeownership in alignment with their readiness and needs. Key Achievements £85m+ Capital Raised - We've raised over £85m to-date from leading global investors including Legal & General Capital and specialist energy VCs 5 Acquisitions - We've expanded our operations by acquiring four key companies across financing (Hometree Finance - formerly Bewarm), home cover (Your Repair) and installations energy services (Geowarmth, The Little Green Energy Company, IMS and GreenGen). 100k Homes Covered - We cover over one hundred thousand homes across the UK 280+ Employees - We have over 250 passionate employees transforming the industry across the Group, one home at a time The Role We're hiring our first Paralegal to help build a modern, data driven legal function alongside the General Counsel. This is a broad, generalist hands on role spanning contract work, corporate governance and legal operations. You'll keep the wheels turning day to day while also shaping the metrics, processes and tech that will power the team as we scale. Expect genuine variety, autonomy (and ownership!) and exposure to every corner of a fast growing, multi-faceted greentech business. Key Responsibilities Contract lifecycle : Draft, review and negotiate NDAs, supplier, customer and partnership agreements using playbooks; maintain our contract repository and expiry/renewal diary. Legal intake & triage : Manage the shared Legal inbox, log and categorise requests, track SLAs and generate monthly KPIs on volume, source, complexity and completion times. Corporate governance : Assist with board and committee packs, schedule meetings and help to maintain statutory registers and Companies House filings for 10+ group entities. Legal ops & optimisation : Champion efficient ways of working: template automation, e signatures, matter management dashboards in due course and self serve guidance and controls for the business. Research & advisory : Undertake legal research, horizon scan upcoming regulations and produce concise briefings for the GC and stakeholders. External counsel coordination : Track instructions and spend; help evaluate make vs buy decisions on capability vs capacity. What We're Looking For We understand that great paralegals come from a wide range of backgrounds, and our General Counsel takes an open and inclusive approach to hiring-mindset, adaptability, and a willingness to learn matter more than a perfect match on paper. That said, for transparency, this role is not intended as a route to solicitor qualification. The only essential requirements are prior experience working with contracts and some exposure to or involvement in legal operations initiatives; everything else is a bonus. Foundation in commercial & corporate law - 1 3 years' experience in house or at a reputable firm. Company secretarial know how - board pack prep, minute taking and statutory filings. Operational mindset - loves data, process and technology; able to translate "legal ops thoughts" into measurable KPIs and dashboards. Stakeholder savvy - clear written and verbal communicator who can make complex issues simple for non lawyers. Self starter - thrives in an unstructured scale up, juggling multiple priorities with calm and good humour. Tech curious - comfortable experimenting with CLM tools, AI drafting aids and Excel/Sheets to drive efficiency. Extra Credit Experience standing up an intake or ticketing system for legal requests Familiarity with FCA consumer finance rules (CONC, Consumer Duty) Exposure to renewable energy, fintech or other highly regulated sectors Our Recruitment Process Initial Call - informal chat with our Junior Talent Acquisition Partner (30 mins) Values Interview - discussion of your experience with the General Counsel (1 hr) Task Stage - short practical exercise plus meeting with a key stakeholder (1 hr) Final Interview - conversation with a member of senior leadership, if applicable (30 mins) Perks of the Job 25 days' holiday + bank holidays + your birthday off Hybrid working - 2 days/week in our dog friendly Farringdon office Free boiler & home emergency cover + 40 % discount for friends & family Discounted gym membership (100+ UK gyms) + free wellness & nutrition apps £300 home office allowance Mental health support via Oliva & menopause support from Stella Cycle to work scheme Regular socials including summer & winter parties FCA Code of Conduct At Hometree, we prioritise ethical conduct and regulatory compliance. As a regulated financial services organisation, we operate under the strict guidelines and regulations set forth by the Financial Conduct Authority (FCA). We are committed to maintaining the highest standards of integrity and professionalism in all aspects of our business. As a prospective member of our team, you will be expected to fully embrace and adhere to the FCA Code of Conduct obligations. These obligations are designed to ensure the fair treatment of customers, the preservation of market integrity, and the promotion of healthy competition within the financial services industry. Equal Opportunity Employer At Hometree, we are committed to creating an inclusive and representative environment. We know that different experiences, perspectives and backgrounds make for a better workplace and a better planet. Together, we celebrate differences and promote a culture where you can bring your full self to work. We promise to give you the same opportunities as everyone else and we won't discriminate against you at any point in the hiring process or the working day. This includes how we source talent, our interview process, our conditions of employment, feedback and everything in between
Birketts is a full service, UK Top 50 law firm. With a heritage spanning 160 years, we have more than 700 lawyers and legal professionals based in Bristol, Cambridge, Chelmsford, Ipswich, London, Norwich and Sevenoaks. We advise businesses, government and public sector organisations and individuals in the UK and internationally across four principal practice groups: property, corporate services, litigation and private client advisory. We are defined by our Next Level Law proposition. We work with our clients as a proactive partner, horizon scanning and thinking ahead to the changes, challenges or opportunities that they may face. Next Level Law is also applied to our people. Our collegiate culture means everyone is encouraged to achieve their next level in everything they do. RollOnFriday recently ranked us as the 5th best law firm to work at in 2024. With our ambition to succeed, comes a strong desire to make a positive contribution to the communities we serve, and we are committed to delivering the objectives set out in our ESG strategy. Diversity plays an integral part in all that we do, with female partners comprising 40% of our partnership. The department We have one of the best regarded and largest dedicated property teams within the country, numbering over 100 specialists. Our property lawyers are particularly experienced in dealing with development and investment, planning, secured lending and landlord and tenant matters. Our lawyers come from a range of backgrounds, including major City practices, other major national and regional firms, industry and local government and include individuals with construction, planning and commercial expertise. The depth and range of expertise means the team can work together in major and complex transactions on cost effective terms, providing our clients with true value for money. The team currently comprises a number of specialist qualified Commercial Property solicitors and Partners, making us one of the largest Commercial Property teams in the East of England. We have the strength and depth of expertise to ensure we deliver the service you would expect in respect of technical quality, practical approach and timeliness of advice. The property team has experience in all areas of contentious and non-contentious legal matters, representing clients from a broad range of public and private organisations as well as individuals and senior executives and we are proud to act for sector leading clients nationwide and some of the East of England's most important businesses and institutions. Accountabilities Our team has extensive combined experience and the ideal candidate will possess experience in the following areas: Conditional and unconditional acquisitions and disposals Portfolio acquisitions, disposals and management Secured lending transactions for lenders and borrowers Acting for landlords and tenants across multiple sectors in relation to: - Leases - Conditional and unconditional agreements for lease - Management matters such as licences to assign, alter etc Supporting the firm's corporate team with the real estate aspects of their share and asset sales and purchases Being an integral part of the teams business development initiatives The candidate To join our Commercial Property team we are seeking a candidate who is a solicitor with ideally 6+ years' PQE experience gained within a well-regarded city, regional or national firm with a well-developed knowledge in all areas of commercial property law. The successful candidate will have an excellent knowledge of the law yet be able to think commercially and analytically so as to provide accurate and practical advice to company clients and high net worth individuals which is tailored to their needs, with an ability to think clearly under pressure. You will also be expected to play an active role in marketing and practice development as well as providing a high level of service to existing clients. The successful candidate will also be involved in team leadership and supervision of junior members of the team, also supporting the leadership teams across all offices. Birketts has designed a 'Talent Management Framework' which provides a career structure that will help us develop, retain and reward talented people. Promotion is based on assessment of your performance, competency and achievements. Our Talent Management Framework will see you joining as a Senior Associate at 6+ years' PQE, with the opportunity to be promoted to Legal Director / Partner over 10 years PQE, or equally (depending on experience) we will consider Legal Directors or Partners for this role. This is an excellent opportunity for an ambitious commercial property lawyer to join a successful team in a growing firm which enjoys an excellent reputation and can offer good career prospects. Qualifications/Experience 6 years'+ PQE gained within a strong regional, national or City firm Commercial landlord and tenant work knowledge Experience of acting for both banks and borrowers in secured lending matters Knowledge of providing property support as part of corporate transactions Strong academic background A high attention to detail to produce work/ documentation which is consistently of a high standard To have a flexible approach to work to ensure client deadlines are always met and clients are communicated with on a consistent and regular basis. Interest in and aptitude for business development The information provided in relation to PQE is provided for guidance only and will not be determinative in the recruitment decision. Any applicant with more or less PQE than that mentioned in the vacancy details will be considered on their individual merits. Equal opportunities At Birketts, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth. Alongside a flexible and inclusive work environment, we offer the following core benefits: Long Service holiday award - 1 extra week every 10 years continuous service Private Healthcare with BUPA (offered after probation is passed) Staff Profit Share and Individual Performance Bonus Scheme Salary sacrifice (Pensions, Staff Profit Share) Life Assurance - 4 x salary / Permanent Health Insurance Birketts is a flexible business which has embraced a hybrid working model where our colleagues enjoy a mix of home and office working. We welcome applications from people looking for flexible, agile, and part-time roles and we are happy to explore your preferred working patterns as part of your application. Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested. Birketts is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage or civil partnership, pregnancy or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.
May 07, 2025
Full time
Birketts is a full service, UK Top 50 law firm. With a heritage spanning 160 years, we have more than 700 lawyers and legal professionals based in Bristol, Cambridge, Chelmsford, Ipswich, London, Norwich and Sevenoaks. We advise businesses, government and public sector organisations and individuals in the UK and internationally across four principal practice groups: property, corporate services, litigation and private client advisory. We are defined by our Next Level Law proposition. We work with our clients as a proactive partner, horizon scanning and thinking ahead to the changes, challenges or opportunities that they may face. Next Level Law is also applied to our people. Our collegiate culture means everyone is encouraged to achieve their next level in everything they do. RollOnFriday recently ranked us as the 5th best law firm to work at in 2024. With our ambition to succeed, comes a strong desire to make a positive contribution to the communities we serve, and we are committed to delivering the objectives set out in our ESG strategy. Diversity plays an integral part in all that we do, with female partners comprising 40% of our partnership. The department We have one of the best regarded and largest dedicated property teams within the country, numbering over 100 specialists. Our property lawyers are particularly experienced in dealing with development and investment, planning, secured lending and landlord and tenant matters. Our lawyers come from a range of backgrounds, including major City practices, other major national and regional firms, industry and local government and include individuals with construction, planning and commercial expertise. The depth and range of expertise means the team can work together in major and complex transactions on cost effective terms, providing our clients with true value for money. The team currently comprises a number of specialist qualified Commercial Property solicitors and Partners, making us one of the largest Commercial Property teams in the East of England. We have the strength and depth of expertise to ensure we deliver the service you would expect in respect of technical quality, practical approach and timeliness of advice. The property team has experience in all areas of contentious and non-contentious legal matters, representing clients from a broad range of public and private organisations as well as individuals and senior executives and we are proud to act for sector leading clients nationwide and some of the East of England's most important businesses and institutions. Accountabilities Our team has extensive combined experience and the ideal candidate will possess experience in the following areas: Conditional and unconditional acquisitions and disposals Portfolio acquisitions, disposals and management Secured lending transactions for lenders and borrowers Acting for landlords and tenants across multiple sectors in relation to: - Leases - Conditional and unconditional agreements for lease - Management matters such as licences to assign, alter etc Supporting the firm's corporate team with the real estate aspects of their share and asset sales and purchases Being an integral part of the teams business development initiatives The candidate To join our Commercial Property team we are seeking a candidate who is a solicitor with ideally 6+ years' PQE experience gained within a well-regarded city, regional or national firm with a well-developed knowledge in all areas of commercial property law. The successful candidate will have an excellent knowledge of the law yet be able to think commercially and analytically so as to provide accurate and practical advice to company clients and high net worth individuals which is tailored to their needs, with an ability to think clearly under pressure. You will also be expected to play an active role in marketing and practice development as well as providing a high level of service to existing clients. The successful candidate will also be involved in team leadership and supervision of junior members of the team, also supporting the leadership teams across all offices. Birketts has designed a 'Talent Management Framework' which provides a career structure that will help us develop, retain and reward talented people. Promotion is based on assessment of your performance, competency and achievements. Our Talent Management Framework will see you joining as a Senior Associate at 6+ years' PQE, with the opportunity to be promoted to Legal Director / Partner over 10 years PQE, or equally (depending on experience) we will consider Legal Directors or Partners for this role. This is an excellent opportunity for an ambitious commercial property lawyer to join a successful team in a growing firm which enjoys an excellent reputation and can offer good career prospects. Qualifications/Experience 6 years'+ PQE gained within a strong regional, national or City firm Commercial landlord and tenant work knowledge Experience of acting for both banks and borrowers in secured lending matters Knowledge of providing property support as part of corporate transactions Strong academic background A high attention to detail to produce work/ documentation which is consistently of a high standard To have a flexible approach to work to ensure client deadlines are always met and clients are communicated with on a consistent and regular basis. Interest in and aptitude for business development The information provided in relation to PQE is provided for guidance only and will not be determinative in the recruitment decision. Any applicant with more or less PQE than that mentioned in the vacancy details will be considered on their individual merits. Equal opportunities At Birketts, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth. Alongside a flexible and inclusive work environment, we offer the following core benefits: Long Service holiday award - 1 extra week every 10 years continuous service Private Healthcare with BUPA (offered after probation is passed) Staff Profit Share and Individual Performance Bonus Scheme Salary sacrifice (Pensions, Staff Profit Share) Life Assurance - 4 x salary / Permanent Health Insurance Birketts is a flexible business which has embraced a hybrid working model where our colleagues enjoy a mix of home and office working. We welcome applications from people looking for flexible, agile, and part-time roles and we are happy to explore your preferred working patterns as part of your application. Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested. Birketts is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage or civil partnership, pregnancy or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.
The Company Sacco Mann is delighted to be once again working with the UK arm of a leading provider of sustainable solutions supporting the UK's transition to Net Zero. With a significant portfolio of energy generation and battery storage in operation, their expertise helps major energy users and suppliers improve their efficiency, profitability, and sustainability, while supporting the growth of renewables and strengthening the UK's electricity system. These are exciting times . The Role The legal team is an integral part of the UK operation and there now exists an opportunity for a talented, confident and capable real estate solicitor to oversee a range of complex, challenging and innovative projects in process. You will be at the forefront of some incredible high profile initiatives and will work closely with the business and the legal team together with the wider global legal community. Reporting directly to the UK Head of Legal, Regulatory and Compliance, day to day you'll advise on a wide range of energy property matters, including acquisitions, disposals, leasing and development projects, draft and negotiate complex contracts and agreements and identify and proactively manage legal risk within the business. The Person Likely to have at least 8 years PQE in rounded real estate law gained from a reputable law firm or recognisable or related Industry, you'll thrive under pressure and relish evolution. The legal team is investing in technology to drive change through the organisation and in particular the real estate function. The opportunity offers the successful candidate the chance to be highly active in a number of award winning initiatives using ground breaking automisation. What's on offer Competitive salary, dependent on experience. Discretionary performance-based bonus. 26 days annual leave plus bank holidays. Stakeholder Pension Scheme. Private Health Insurance (currently covered by Aviva). Group Income Protection Scheme. Life Assurance. Flexible working. (60/40) UK qualified solicitors with a strong background in property law and commercial real estate work are urged to apply, especially those with experience in the energy or other heavily regulated sectors. This is a genuinely exceptional role with unique offerings for a commercially minded, communicative and pragmatic real estate specialist. For a confidential discussion, please contact our exclusively retained consultant, or call his DL .
May 07, 2025
Full time
The Company Sacco Mann is delighted to be once again working with the UK arm of a leading provider of sustainable solutions supporting the UK's transition to Net Zero. With a significant portfolio of energy generation and battery storage in operation, their expertise helps major energy users and suppliers improve their efficiency, profitability, and sustainability, while supporting the growth of renewables and strengthening the UK's electricity system. These are exciting times . The Role The legal team is an integral part of the UK operation and there now exists an opportunity for a talented, confident and capable real estate solicitor to oversee a range of complex, challenging and innovative projects in process. You will be at the forefront of some incredible high profile initiatives and will work closely with the business and the legal team together with the wider global legal community. Reporting directly to the UK Head of Legal, Regulatory and Compliance, day to day you'll advise on a wide range of energy property matters, including acquisitions, disposals, leasing and development projects, draft and negotiate complex contracts and agreements and identify and proactively manage legal risk within the business. The Person Likely to have at least 8 years PQE in rounded real estate law gained from a reputable law firm or recognisable or related Industry, you'll thrive under pressure and relish evolution. The legal team is investing in technology to drive change through the organisation and in particular the real estate function. The opportunity offers the successful candidate the chance to be highly active in a number of award winning initiatives using ground breaking automisation. What's on offer Competitive salary, dependent on experience. Discretionary performance-based bonus. 26 days annual leave plus bank holidays. Stakeholder Pension Scheme. Private Health Insurance (currently covered by Aviva). Group Income Protection Scheme. Life Assurance. Flexible working. (60/40) UK qualified solicitors with a strong background in property law and commercial real estate work are urged to apply, especially those with experience in the energy or other heavily regulated sectors. This is a genuinely exceptional role with unique offerings for a commercially minded, communicative and pragmatic real estate specialist. For a confidential discussion, please contact our exclusively retained consultant, or call his DL .
Salary: £35k - £50k per annum (depending on experience) Role type: Permanent Location: Hybrid - London (Farringdon) 2 days a week Reporting to: General Counsel & Director of Compliance About Hometree Join Hometree Group and be at the forefront of transforming the residential energy landscape. Founded in 2015, Hometree began its journey in the home cover market. Today, We are spearheading the shift towards a future where home energy systems are decentralised, digitised, and reliant on renewable sources such as heat pumps, solar panels, batteries, EV chargers, and smart controls. This innovative approach is not just about sustainability; it's about empowering homeowners to manage their energy more efficiently and cost-effectively, thereby setting new standards in energy consumption. We operate across three dynamic divisions: Financial Services: Here, you'll contribute to offering flexible financing options, that make it feasible for homeowners to embrace renewable energy technologies and make essential upgrades. Energy Services: Be part of our extensive network of local installation businesses that equip homeowners with the cutting-edge, sustainable energy solutions necessary for reaching net-zero emissions. Home Services: Help maintain the comfort and functionality of homes with comprehensive coverage plans that protect the essential hardware in the home. At Hometree Group, we are committed to guiding UK homeowners on their journey towards more sustainable energy solutions, and we need passionate individuals to support them at every step. Join us during this exciting time, and play a pivotal role in a business that supports sustainable homeownership in alignment with their readiness and needs. Key Achievements £85m+ Capital Raised - We've raised over £85m to-date from leading global investors including Legal & General Capital and specialist energy VCs 5 Acquisitions - We've expanded our operations by acquiring four key companies across financing (Hometree Finance - formerly Bewarm), home cover (Your Repair) and installations energy services (Geowarmth, The Little Green Energy Company, IMS and GreenGen). 100k Homes Covered - We cover over one hundred thousand homes across the UK 280+ Employees - We have over 250 passionate employees transforming the industry across the Group, one home at a time The Role We're hiring our first Paralegal to help build a modern, data driven legal function alongside the General Counsel. This is a broad, generalist hands on role spanning contract work, corporate governance and legal operations. You'll keep the wheels turning day to day while also shaping the metrics, processes and tech that will power the team as we scale. Expect genuine variety, autonomy (and ownership!) and exposure to every corner of a fast growing, multi-faceted greentech business. Key Responsibilities Contract lifecycle : Draft, review and negotiate NDAs, supplier, customer and partnership agreements using playbooks; maintain our contract repository and expiry/renewal diary. Legal intake & triage : Manage the shared Legal inbox, log and categorise requests, track SLAs and generate monthly KPIs on volume, source, complexity and completion times. Corporate governance : Assist with board and committee packs, schedule meetings and help to maintain statutory registers and Companies House filings for 10+ group entities. Legal ops & optimisation : Champion efficient ways of working: template automation, e signatures, matter management dashboards in due course and self serve guidance and controls for the business. Research & advisory : Undertake legal research, horizon scan upcoming regulations and produce concise briefings for the GC and stakeholders. External counsel coordination : Track instructions and spend; help evaluate make vs buy decisions on capability vs capacity. What We're Looking For We understand that great paralegals come from a wide range of backgrounds, and our General Counsel takes an open and inclusive approach to hiring-mindset, adaptability, and a willingness to learn matter more than a perfect match on paper. That said, for transparency, this role is not intended as a route to solicitor qualification. The only essential requirements are prior experience working with contracts and some exposure to or involvement in legal operations initiatives; everything else is a bonus. Foundation in commercial & corporate law - 1 3 years' experience in house or at a reputable firm. Company secretarial know how - board pack prep, minute taking and statutory filings. Operational mindset - loves data, process and technology; able to translate "legal ops thoughts" into measurable KPIs and dashboards. Stakeholder savvy - clear written and verbal communicator who can make complex issues simple for non lawyers. Self starter - thrives in an unstructured scale up, juggling multiple priorities with calm and good humour. Tech curious - comfortable experimenting with CLM tools, AI drafting aids and Excel/Sheets to drive efficiency. Extra Credit Experience standing up an intake or ticketing system for legal requests Familiarity with FCA consumer finance rules (CONC, Consumer Duty) Exposure to renewable energy, fintech or other highly regulated sectors Our Recruitment Process Initial Call - informal chat with our Junior Talent Acquisition Partner (30 mins) Values Interview - discussion of your experience with the General Counsel (1 hr) Task Stage - short practical exercise plus meeting with a key stakeholder (1 hr) Final Interview - conversation with a member of senior leadership, if applicable (30 mins) Perks of the Job 25 days' holiday + bank holidays + your birthday off Hybrid working - 2 days/week in our dog friendly Farringdon office Free boiler & home emergency cover + 40 % discount for friends & family Discounted gym membership (100+ UK gyms) + free wellness & nutrition apps £300 home office allowance Mental health support via Oliva & menopause support from Stella Cycle to work scheme Regular socials including summer & winter parties FCA Code of Conduct At Hometree, we prioritise ethical conduct and regulatory compliance. As a regulated financial services organisation, we operate under the strict guidelines and regulations set forth by the Financial Conduct Authority (FCA). We are committed to maintaining the highest standards of integrity and professionalism in all aspects of our business. As a prospective member of our team, you will be expected to fully embrace and adhere to the FCA Code of Conduct obligations. These obligations are designed to ensure the fair treatment of customers, the preservation of market integrity, and the promotion of healthy competition within the financial services industry. Equal Opportunity Employer At Hometree, we are committed to creating an inclusive and representative environment. We know that different experiences, perspectives and backgrounds make for a better workplace and a better planet. Together, we celebrate differences and promote a culture where you can bring your full self to work. We promise to give you the same opportunities as everyone else and we won't discriminate against you at any point in the hiring process or the working day. This includes how we source talent, our interview process, our conditions of employment, feedback and everything in between
May 06, 2025
Full time
Salary: £35k - £50k per annum (depending on experience) Role type: Permanent Location: Hybrid - London (Farringdon) 2 days a week Reporting to: General Counsel & Director of Compliance About Hometree Join Hometree Group and be at the forefront of transforming the residential energy landscape. Founded in 2015, Hometree began its journey in the home cover market. Today, We are spearheading the shift towards a future where home energy systems are decentralised, digitised, and reliant on renewable sources such as heat pumps, solar panels, batteries, EV chargers, and smart controls. This innovative approach is not just about sustainability; it's about empowering homeowners to manage their energy more efficiently and cost-effectively, thereby setting new standards in energy consumption. We operate across three dynamic divisions: Financial Services: Here, you'll contribute to offering flexible financing options, that make it feasible for homeowners to embrace renewable energy technologies and make essential upgrades. Energy Services: Be part of our extensive network of local installation businesses that equip homeowners with the cutting-edge, sustainable energy solutions necessary for reaching net-zero emissions. Home Services: Help maintain the comfort and functionality of homes with comprehensive coverage plans that protect the essential hardware in the home. At Hometree Group, we are committed to guiding UK homeowners on their journey towards more sustainable energy solutions, and we need passionate individuals to support them at every step. Join us during this exciting time, and play a pivotal role in a business that supports sustainable homeownership in alignment with their readiness and needs. Key Achievements £85m+ Capital Raised - We've raised over £85m to-date from leading global investors including Legal & General Capital and specialist energy VCs 5 Acquisitions - We've expanded our operations by acquiring four key companies across financing (Hometree Finance - formerly Bewarm), home cover (Your Repair) and installations energy services (Geowarmth, The Little Green Energy Company, IMS and GreenGen). 100k Homes Covered - We cover over one hundred thousand homes across the UK 280+ Employees - We have over 250 passionate employees transforming the industry across the Group, one home at a time The Role We're hiring our first Paralegal to help build a modern, data driven legal function alongside the General Counsel. This is a broad, generalist hands on role spanning contract work, corporate governance and legal operations. You'll keep the wheels turning day to day while also shaping the metrics, processes and tech that will power the team as we scale. Expect genuine variety, autonomy (and ownership!) and exposure to every corner of a fast growing, multi-faceted greentech business. Key Responsibilities Contract lifecycle : Draft, review and negotiate NDAs, supplier, customer and partnership agreements using playbooks; maintain our contract repository and expiry/renewal diary. Legal intake & triage : Manage the shared Legal inbox, log and categorise requests, track SLAs and generate monthly KPIs on volume, source, complexity and completion times. Corporate governance : Assist with board and committee packs, schedule meetings and help to maintain statutory registers and Companies House filings for 10+ group entities. Legal ops & optimisation : Champion efficient ways of working: template automation, e signatures, matter management dashboards in due course and self serve guidance and controls for the business. Research & advisory : Undertake legal research, horizon scan upcoming regulations and produce concise briefings for the GC and stakeholders. External counsel coordination : Track instructions and spend; help evaluate make vs buy decisions on capability vs capacity. What We're Looking For We understand that great paralegals come from a wide range of backgrounds, and our General Counsel takes an open and inclusive approach to hiring-mindset, adaptability, and a willingness to learn matter more than a perfect match on paper. That said, for transparency, this role is not intended as a route to solicitor qualification. The only essential requirements are prior experience working with contracts and some exposure to or involvement in legal operations initiatives; everything else is a bonus. Foundation in commercial & corporate law - 1 3 years' experience in house or at a reputable firm. Company secretarial know how - board pack prep, minute taking and statutory filings. Operational mindset - loves data, process and technology; able to translate "legal ops thoughts" into measurable KPIs and dashboards. Stakeholder savvy - clear written and verbal communicator who can make complex issues simple for non lawyers. Self starter - thrives in an unstructured scale up, juggling multiple priorities with calm and good humour. Tech curious - comfortable experimenting with CLM tools, AI drafting aids and Excel/Sheets to drive efficiency. Extra Credit Experience standing up an intake or ticketing system for legal requests Familiarity with FCA consumer finance rules (CONC, Consumer Duty) Exposure to renewable energy, fintech or other highly regulated sectors Our Recruitment Process Initial Call - informal chat with our Junior Talent Acquisition Partner (30 mins) Values Interview - discussion of your experience with the General Counsel (1 hr) Task Stage - short practical exercise plus meeting with a key stakeholder (1 hr) Final Interview - conversation with a member of senior leadership, if applicable (30 mins) Perks of the Job 25 days' holiday + bank holidays + your birthday off Hybrid working - 2 days/week in our dog friendly Farringdon office Free boiler & home emergency cover + 40 % discount for friends & family Discounted gym membership (100+ UK gyms) + free wellness & nutrition apps £300 home office allowance Mental health support via Oliva & menopause support from Stella Cycle to work scheme Regular socials including summer & winter parties FCA Code of Conduct At Hometree, we prioritise ethical conduct and regulatory compliance. As a regulated financial services organisation, we operate under the strict guidelines and regulations set forth by the Financial Conduct Authority (FCA). We are committed to maintaining the highest standards of integrity and professionalism in all aspects of our business. As a prospective member of our team, you will be expected to fully embrace and adhere to the FCA Code of Conduct obligations. These obligations are designed to ensure the fair treatment of customers, the preservation of market integrity, and the promotion of healthy competition within the financial services industry. Equal Opportunity Employer At Hometree, we are committed to creating an inclusive and representative environment. We know that different experiences, perspectives and backgrounds make for a better workplace and a better planet. Together, we celebrate differences and promote a culture where you can bring your full self to work. We promise to give you the same opportunities as everyone else and we won't discriminate against you at any point in the hiring process or the working day. This includes how we source talent, our interview process, our conditions of employment, feedback and everything in between