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However, the Trust reserves the right to close early and therefore encourages early applications. \n\n\r\n\n\n\n*Vantage CE Academies Trust is committed to the safeguarding of children and young people. An enhanced disclosure from the DBS will be required for all roles. 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As a result, we are a fast-growth company and have already gone from 10 - 200+ employees in the last four years with a global footprint in London, New York, Tel-Aviv, Melbourne. \r\n\r\nThe role:\r\nWithin this role you will deliver professional client service by providing proactive issue management ensuring the resolution of all issues with clients on a timely basis, adhering to service level agreements and escalating to management, when needed.\r\nThe Client Service Associate is responsible for client reporting including detailed MIS, and for prioritising queries and tasks according to volumes, complexity, sensitivity, and risk. 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A law firm of innovators and forward thinkers, we're constantly developing new ways to provide our clients with first class service every single time.\n\n**Our Approach:**\n\nTaylor Emmet tailors their approach, cuts out the jargon and carefully guides their clients on their legal journey. Our tried and tested method works. So, that's why.\n\n* We listen carefully to what our clients want to achieve. \n* We will work with you to deliver a no-nonsense solution. \n* We are committed to pursue the delivery of great results.\n\n**Our Values:**\n\nWe live by our values in every stage of our interactions, both with our colleagues and with our clients: \n\n* Community \n* Approachability\n* Excellence \n* Integrity\n\n**The role:**\n\nAs a Trust Advisor, you will be responsible for the efficient and compliant administration of trusts established by our clients. \n\n* Manage a full existing case load.\n* To handle trust and tax advice work for private clients and to build and develop own case load. \n* Deliver high standards of client care and a first-class customer experience. \n* Work commercially which is reflected in your case management and outcomes. \n* Work collaboratively as part of a team. \n* Achieve and deliver key outcomes both for the client and the firm.\n\n\nYou will have greater autonomy 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Tax Returns (IHT100) with precision and attention to detail.\n\n\nCapital Gain Tax Property (60 Day) Reports:\n\n* Handle the timely submission of Capital Gains Tax Property (60 Day) Reports in compliance with regulatory timelines.\n\n\nInternal Record Keeping:\n\n* Maintain meticulous internal records related to trust compliance activities.\n\n\nTrust Bank Account Management:\n\n* Facilitate the opening and ongoing maintenance of trust bank accounts.\n\n**Advice Work:**\n\n**Trustees Duties and Obligations:**\n\n* Provide legal advice on trustees' duties and obligations, offering guidance on the exercise of dispositive powers across various trust types.\n\n\nTrustees Investment Policy Statements:\n\n* Assist in the formulation and review of Trustees Investment Policy Statements to ensure alignment with legal and regulatory requirements.\n\n\nTrust Assets and Diversification:\n\n* Offer advice on the management of trust assets, including strategies for diversification.\n\n\nIncome Tax, Capital Gains Tax, and Inheritance Tax:\n\n* Provide expert advice on the application of Income Tax, Capital Gains Tax, and Inheritance Tax to trusts and estates.\n\n\nAncillary Trust Document Drafting:\n\n* Draft and review various ancillary trust documents, including deeds of appointments, retirements, and other necessary legal instruments.\n* Deliver high standards of client care and a first-class customer experience.\n* Work commercially which is reflected in your case management and outcomes.\n* Work collaboratively as part of a team.\n* Achieve and deliver key outcomes both for the client and the firm.","price":"Negotiable Salary","unit":"per year","currency":null,"company":"Indeed","language":"en","online":1,"infoType":1,"biz":"jobs","postDate":"1756816183000","seoName":"trust-advisor","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://uk.ok.com/en/city-brighouse/cate-other25/trust-advisor-6309359648409912/","localIds":"22","cateId":null,"tid":null,"logParams":{"tid":"3d8458de-347b-4187-8027-adcfb658e03a","sid":"21cc7292-e415-4101-8a38-f3aeace697cf"},"attrParams":{"summary":null,"highLight":["Full-time position available","Tax experience preferred","Join a dynamic finance team"],"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Job Type","value":"Full-time","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Workplace 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an interesting, varied and challenging role that will involve providing the operational teams within Keoghs with a high standard of financial support. This will cover areas such providing pricing support for the submission of tenders, preparation of budgets at a detailed level and providing feedback on monthly performance to the Operational Leads. \n#INDUKI\n\n### **Key Responsibilities**\n\n\r\n\n\nProviding support to the Operations Directors and BUDs to manage their parts of the business, identifying opportunities, and providing challenge, to enhance each team's gross margin \nAssisting the operational teams in bids and tenders, including support to propose pricing and provision of challenge in pricing discussions to ensure the required gross margin in maintained \nProduction of monthly financial reporting in accordance with SLAs for both the Keoghs Exec and Davies Head Office. \nProvision of regular forecasts and annual budgets of Operational performance. \nTo assist the Head of Financial Planning and Analysis in any ad hoc projects as required.\n\n### **Skills, Knowledge and Expertise**\n\n\r\n\n\nA strong academic background and the holder of a recognised accountancy qualification, such as ACA, CIMA, ACCA. \nDemonstrable experience of: \n\n* Proven track record of Business Partnering and therefore having the ability to communicate with non-financial colleagues.\n\n\r\n\n\n* Experience of owning pricing and tenders across multiple products and communicating pricing up to CEO level.\n\n\r\n\n\n* Planning and executing operational and sales budgets.\n\n\r\n\n\n* A high level of IT literacy including high proficiency in MS Excel.\n\n\r\n\n\n* Data manipulation skills (Power BI, VBA, Excel on similar)\n\n### **Benefits**\n\n\r\n\n\n* Davies Incentive Plan\n* 25 days holiday per year which increases with level of service (opportunity to buy \\& sell 3 days)\n* Family Cover Private Medical Insurance (Bupa) - will automatically be at single cover level but can opt into family option within first month of joining.\n* Simply Health Care Cash Plan\n* WeCare -- 24/7 online GP, mental health support and virtual wellbeing covering a whole host of topics to do with health, mental health, wellbeing \\& healthy living and financial \\& legal wellbeing\n* Death in Service\n* Critical Illness Cover\n* PHI/Income Protection (Private health insurance)\n* Pension Contribution based 5% Employee / 3% Employer\n* Employee Resource Groups\n* Employee Volunteering Programme\n* Cycle to Work Scheme\\*\n* Tech Scheme\\*\n* Season Ticket Loan\\*\n* Gym Flex\\*\n* Access to Online Discount Sites\n* Discounted Gourmet Society Membership\n* Discounted Tickets for Merlin Attractions nationwide\n* Discounts at local retail outlets\n* after successfully completing probation\n\n### **About Keoghs**\n\nKeoghs is the leading provider of legal and claims solutions to insurers, businesses and other suppliers to the insurance sector. We manage more than £1bn worth of insurer claims and resolve in excess of 100,000 claims per year working in partnership with leading insurers, MGAs, brokers, corporates and the public sector. \n\nWith more than 50 years' experience we have an in-depth understanding of the insurance claims process, enabling us to contain and lower litigation rates, shorten claims lifecycles and reduce overall claims costs. We combine proven processes, technology and low cost infrastructure with extensive legal and insurance market knowledge. This enables us to create individual solutions for each of our clients that match their requirements in terms of quality, performance and value for money. \nWe invest heavily in specialised services, technology and innovation for our insurance clients, and we are the first to launch a true artificial intelligence (AI) insurance lawyer. Through our proprietary AI lawyer, Lauri, we've transformed the claims handling process for low-value personal injury claims; we've reduced claim lifecycles and reduced costs for our clients. Supported by commercial acumen and innovative products, Keoghs leads the way in providing legal solutions to the insurance industry.","price":"Negotiable Salary","unit":"per year","currency":null,"company":"Indeed","language":"en","online":1,"infoType":1,"biz":"jobs","postDate":"1756711366000","seoName":"finance-business-partner","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://uk.ok.com/en/city-brighouse/cate-other25/finance-business-partner-6309391736166512/","localIds":"1","cateId":null,"tid":null,"logParams":{"tid":"d4588a00-37cf-4e1b-add0-759a8859dd21","sid":"21cc7292-e415-4101-8a38-f3aeace697cf"},"attrParams":{"summary":null,"highLight":["Permanent position","Hybrid work available","Tech scheme included"],"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Job Type","value":"Full-time","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Workplace type","value":"Onsite","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/ji66qqr0__w72_h72.webp","name":null,"value":"England","unit":null}]},"addDate":1752921229388,"categoryName":"Other","postCode":null,"secondCateCode":"banking-financial-services","kycTag":null,"pictureUrls":null,"isFavorite":false},{"category":"4000,4050,4067","location":"Manchester, UK","infoId":"6309397082944112","pictureUrl":"https://uspic2.ok.com/logo/ineed.png","videos":null,"title":"Knowledge Manager","content":"Help us use technology to make a big green dent in the universe! \n\nKraken powers some of the most innovative global developments in energy. \n\nWe're a technology company focused on creating a smart, sustainable energy system. From optimising renewable generation, creating a more intelligent grid and enabling utilities to provide excellent customer experiences, our operating system for energy is transforming the industry around the world in a way that benefits everyone. \n\nIt's a really exciting time in energy. Help us make a real impact on shaping a better, more sustainable future. \n**KrakenFlex** \n\nThe energy industry is undergoing the largest transformation since industrialisation at an unprecedented rate of change and we are positioning ourselves to be at the heart of that change. \n\nOur aim is to be the leading global provider of solutions that enable customers to release £30bn of value per annum from distributed energy resources (DERs). We are building a Software as a Service (SaaS) subscription business with a global addressable market of £2.4 billion per annum, by digitally connecting hundreds of thousands of DERs with energy markets. \n\nWe have already attained a market leading position and KrakenFlex is a recognised thought leader and innovator in the industry. \n\n\r\n\n\n\r\n\n\n### **What you'll do**\n\n* Identify, collect, and organise valuable knowledge from various sources.\n* Develop and implement knowledge management strategies and processes.\n* Standardise documentation deliverables across Kraken products.\n* Develop and implement documentation translation strategies.\n* Ensure the accuracy, relevance, and accessibility of information.\n* Create and develop learning modules and training programs using our learning platform.\n\n\n\n* Promote a culture of knowledge sharing and collaboration within the organisation.\n* Develop and implement knowledge-sharing initiatives and programs.\n* Identify and address knowledge and skill gaps.\n* Facilitate best practices for information architecture.\n* Write, review, and edit content to address missing information.\n* Develop and maintain the company style guide.\n\n\n\n* Guide the choice of appropriate knowledge management tools and technologies.\n* Help to manage and maintain knowledge management systems.\n* Train employees on how to use knowledge management tools and systems.\n* Oversee the organisation of internal content within the organisation's internal knowledge management tool to ensure information is easily accessible.\n* Help to automate processes where applicable.\n\n\n\n* Track and measure the effectiveness of knowledge management initiatives.\n* Identify areas for improvement in knowledge management processes and systems, such as automation.\n* Develop and implement strategies to improve knowledge management performance.\n\n### **What you'll need**\n\n* Docs-as-code processes and tools such as Git, Github, markdown.\n* Managing technical and non-technical writers.\n* Information architecture.\n* Experience using GitBook (Desirable)\n\n**If this sounds like you then we'd love to hear from you.** \n*Are you ready for a career with us? We want to ensure you have all the tools and environment you need to unleash your potential. Need any specific accommodations? Whether you require specific accommodations or have a unique preference, let us know, and we'll do what we can to customise your interview process for comfort and maximum magic!* \n*Studies have shown that some groups of people, like women, are less likely to apply to a role unless they meet 100% of the job requirements. Whoever you are, if you like one of our jobs, we encourage you to apply as you might just be the candidate we hire. Across* *Kraken* *, we're looking for genuinely decent people who are honest and empathetic. Our people are our strongest asset and the unique skills and perspectives people bring to the team are the driving force of our success. As an equal opportunity employer, we do not discriminate on the basis of any protected attribute. Our commitment is to provide equal opportunities, an inclusive work environment, and fairness for everyone.*","price":"","unit":null,"currency":null,"company":"Indeed","language":"en","online":1,"infoType":1,"biz":"jobs","postDate":"1752921647000","seoName":"knowledge-manager","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://uk.ok.com/en/city-brighouse/cate-other25/knowledge-manager-6309397082944112/","localIds":"1","cateId":null,"tid":null,"logParams":{"tid":"5e8cf9f7-53c4-4d34-91aa-3d99428591b9","sid":"21cc7292-e415-4101-8a38-f3aeace697cf"},"attrParams":{"summary":null,"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Job Type","value":"Full-time","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Workplace type","value":"Hybrid","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/ji66qqr0__w72_h72.webp","name":null,"value":"Greater Manchester,England","unit":null}]},"addDate":1752921647104,"categoryName":"Other","postCode":null,"secondCateCode":"banking-financial-services","kycTag":null,"pictureUrls":null,"isFavorite":false},{"category":"4000,4050,4067","location":"Rochdale, UK","infoId":"6309359635661112","pictureUrl":"https://uspic3.ok.com/logo/ineed.png","videos":null,"title":"Chair/Co-Chairs of Trustees (Rochdale and District Mind)","content":"Job Advert\n\n**Do you feel excited by the idea of guiding the future of a local mental health charity?**\n\n\r\n\n\n\r\n\n\n\nRochdale and District Mind is a mental health charity that supports people in the community who are facing mental health challenges. Our area of operation is Heywood, Middleton, Rochdale, Bury and N.E. Lancashire. As part of the Mind Federation and the Mind in Greater Manchester partnership, our goal is to ensure that individuals do not face mental health issues alone and can live free from stigma and discrimination.\n\n\r\n\n\n\r\n\n\n\nOur team consists of over 70 dedicated staff members and volunteers who provide a wide variety of services and activities, including counselling, therapeutic group workshops, advocacy, crisis support, dementia support, two wellbeing cafés, as well as other wellbeing activities such as sports sessions. To ensure our services are effective and rooted in the needs of the community, we involve people who use our services in shaping our offer. We are also pleased to be recognised for our work with our Black, Asian, and Minority Ethnic communities in Rochdale. We work proactively both with our service users and with other key stakeholder organisations to tackle health inequalities.\n\n\r\n\n\n**Chair opportunity**\n\n\r\n\n\n\r\n\n\n\nWe are flexible in our approach and are open to a single Chair or Co-Chair arrangement. We are looking for people with governance experience, the ability to lead and alignment with our values. Our new Chair or Co-Chairs will have energy and drive, a genuine passion for mental health support and be able to bring both knowledge and connections to the organisation.\n\n\r\n\n\n\r\n\n\n\nThis is an exciting moment to join us. Rochdale and District Mind has undergone a period of significant growth in recent years, with both our annual turnover and staff numbers doubling. We've successfully embedded our services within the strategic priorities of the local Integrated Care Board, adapting what we offer to meet the changing mental health needs of our community. Now, with our CEO Philip Bramson at the helm, we're entering a period of reflection and consolidation, ready to build on our strong foundation as we shape the next chapter of our journey.\n\n\r\n\n\n**How** **to apply?**\n---------------------\n\n\r\n\n\n\r\n\n\n\nEastside People is supporting Rochdale and District Mind in the recruitment for this role. Please apply by submitting your CV and a cover letter both in **Word doc. format**.\n\n\r\n\n\n\r\n\n\n\nPlease use the cover letter (max 2 pages) as an opportunity to add to the information you have shared in your CV and ensure that you cover the following:\n\n* Why are you interested in a Chair or Co-Chair role with Rochdale and District Mind?\n* How can you contribute to Rochdale and District Mind as our Chair or Co-Chair?\n* Please highlight relevant experience and demonstrate how your skills match the specific requirements of the role as set out in the role description.\n\n\r\n\n\n\r\n\n\n\nIf you would like a call to discuss the role in more detail, please email Bernice Rook at our recruitment partners, Eastside People to arrange a convenient time at bernice@eastsidepeople.org. Having a call of this kind will not influence the success or otherwise of your application.\n\n\r\n\n\n\r\n\n\n\nWe want you to have every opportunity to demonstrate your skills, ability, and potential. Please contact us if you require any assistance or adjustments so that we can help make the application process work for you.\n\n\r\n\n\n\r\n\n\n\nThe closing date for applications is **Monday 28** **th** **July,** and our candidate assessment schedule is as follows:\n\n* EP interviews and informal conversations carried out through the recruitment process with final interviews taking place by Thu 31 July.\n* Formal interviews with Rochdale and District Mind Board, in the week commencing 4th August.\n* The successful candidate or candidates will be asked to attend two Board meetings as an observer (the first one of which is on 13 Aug), after which the appointment will be confirmed via a trustee vote.\n\n\r\n\n\n\r\n\n\n\nEastside People is fully committed to equality of opportunity and diversity and work with our clients to ensure that we recruit inclusively, seeking to address the underrepresentation of some groups of people in leadership teams. 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Banking & Financial Services in Brighouse
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Banking & Financial Services
Brighouse
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Location:Brighouse
Category:Banking & Financial Services
Senior DC (Defined Contribution) Pensions Consultant63093596466051120
Indeed
Senior DC (Defined Contribution) Pensions Consultant
**Senior DC Pensions (Defined Contribution) Consultant** Mercer is seeking a Senior Defined Contribution (DC) Pensions Consultant to join our specialist DC team in the delivery of DC services to a large portfolio of clients. Our team is one of the largest , fully integrated teams in the UK and clients include corporate sponsors, trustee boards of trust-based schemes and governance committees of contract-based schemes. **We will count on you to:** * Be an expert in Defined Contribution Pensions and serve as a lead consultant on clients delivering and promoting our services * Manage your own portfolio by assessing the performance, trends, business insights to ensure we are servicing our clients at the highest level * Hold significant responsibility for proactive revenue generation of existing clients and extending the range of DC services provided by other lines of business as appropriate * Be responsible for Global DC management, helping clients analyse their plans both globally and locally, and optimising plan design features * Build new and develop existing business through maintaining relationships, networking, attending events, seminars and being a knowledgeable expert in DC * Act as a change agent by supporting and implementing Mercer business and corporate strategies as appropriate **What you need to have:** * Experience Defined Contributions Consultancy role * Excellent Governance experience * Proven experience in managing projects and exceeding client expectations **What makes you stand out:** * Trust based DC client consulting skills * Proven sales experience in developing new business from an existing client base and new clients **Why join our team:** * We help you be your best through professional development opportunities, interesting work and supportive leaders * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
Manchester, UK
Negotiable Salary
Trustee - Vantage CE63093596368001121
Indeed
Trustee - Vantage CE
**Trustee Advert for Vantage CE** **Vantage CE Academies Trust** **Location:** Flexible **Closing date**: 31/03/25 at 9.00am **Vantage CE Academies Trust is looking to recruit a Trustee to help steer the Trust through the next exciting stage in its journey. Vantage is a dynamic and growing organisation with 510 staff serving over 3700 pupils in 10 schools.** We are a North West-based Trust, founded in 2012, which recognises and supports the individual ethos of non-faith schools; is currently made up of six Church of England schools and four community schools. The Trust believes in aspiration, ambition and no excuses, seeking to overcome barriers and never accepting mediocrity. We are committed to a culture where everybody belongs. Our intent is to ensure every child who comes through the door has an amazing experience and leaves us with the skills, knowledge and resourcefulness to embark on the next stage in their learning journey. The Trust is currently in an exciting period, we need a Trustee who: * wants to make a difference * can offer a strategic outlook * has the ability to analyse complex information; and * will offer challenge and support to CEO and Board via a bold, courageous and resilient mindset. If you have the requisite experience for the role, and share our vison of "believe in aspiration, ambition and no excuses", we'd love to hear from you. To find out more and register your interest for the role, please contact our Director of People and Governance, david.norton@vantageacademies.co.uk The closing date for application is 31/03/25 at 9.00am. However, the Trust reserves the right to close early and therefore encourages early applications. *Vantage CE Academies Trust is committed to the safeguarding of children and young people. An enhanced disclosure from the DBS will be required for all roles. All candidates will also be subject to an online search for information about you as part of our due diligence and commitment to safeguarding.*
Bolton, UK
Negotiable Salary
Trustee Vantage CE- Finance, Law or Business63093596362755122
Indeed
Trustee Vantage CE- Finance, Law or Business
**Trustee Advert for Vantage CE- Finance, Law or Business** **Vantage CE Academies Trust** **Location:** Flexible **Closing date**: 31/03/25 at 9.00am **Vantage CE Academies Trust is looking to recruit a Trustee to help steer the Trust through the next exciting stage in its journey. Vantage is a dynamic and growing organisation with 510 staff serving over 3700 pupils in 10 schools.** **We are looking for someone who has experience and skills of working in Finance, Law or Business background, within public or private organisations.** We are a North West-based Trust, founded in 2012, which recognises and supports the individual ethos of non-faith schools; is currently made up of six Church of England schools and four community schools. The Trust believes in aspiration, ambition and no excuses, seeking to overcome barriers and never accepting mediocrity. We are committed to a culture where everybody belongs. Our intent is to ensure every child who comes through the door has an amazing experience and leaves us with the skills, knowledge and resourcefulness to embark on the next stage in their learning journey. The Trust is currently in an exciting period, we need a Trustee who: * wants to make a difference * can offer a strategic outlook * has the ability to analyse complex information; and * will offer challenge and support to CEO and Board via a bold, courageous and resilient mindset. If you have the requisite experience for the role, and share our vison of "believe in aspiration, ambition and no excuses", we'd love to hear from you. To find out more and register your interest for the role, please contact our Director of People and Governance, david.norton@vantageacademies.co.uk The closing date for application is 31/03/25 at 9.00am. However, the Trust reserves the right to close early and therefore encourages early applications. *Vantage CE Academies Trust is committed to the safeguarding of children and young people. An enhanced disclosure from the DBS will be required for all roles. All candidates will also be subject to an online search for information about you as part of our due diligence and commitment to safeguarding.*
Bolton, UK
Negotiable Salary
Client Services Associate63500054807555123
Workable
Client Services Associate
Proxymity does not discriminate on the basis of race, colour, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual’s status in any group or class protected by applicable federal, state or local law. Proxymity encourages application from minorities, women, the disabled, protected veterans and all other qualified applicants. About Proxymity Proxymity is a market leading digital investor communications platform focused on providing regulatory compliant products focused initially on Proxy Voting and Shareholder Disclosure services. Founded in London and spun out of Citi, from the very beginning our mission focused on benefitting the whole capital markets ecosystem, rather than just one part or one player within it. This ethos is endorsed by investment from global consortium of some the industry’s most influential financial institutions. Proxymity’s service offering is now a Global one, matching the needs of our custodian and broker community respectively. This is reflected by a fast-growing client base who have long desired an improved service by a trusted vendor. As a result, we are a fast-growth company and have already gone from 10 - 200+ employees in the last four years with a global footprint in London, New York, Tel-Aviv, Melbourne. The role: Within this role you will deliver professional client service by providing proactive issue management ensuring the resolution of all issues with clients on a timely basis, adhering to service level agreements and escalating to management, when needed. The Client Service Associate is responsible for client reporting including detailed MIS, and for prioritising queries and tasks according to volumes, complexity, sensitivity, and risk. This is an opportunity to join a growing FinTech community and contribute to a dynamic and supportive team. Responsibilities will include: Being the point of contact between the client and the business. Work both independently and collaboratively to assist clients by responding to complex queries, which can be via phone, email, or other query means. Establish a relationship with clients to build trust and foster positive collaboration. Take accountability for issues worked on, in turn providing regular updates to both external and internal parties Identify trends in queries raised; work with the client to educate or liaise with internal teams to close gaps. Escalate risk issues promptly to managers. Collaborate with the team and/or manager to conduct root-cause analysis and implement remediation fixes. Work alongside other teams to ensure the successful execution of projects. Requirements Excellent communicator, who is able to maintain a professional manner. Good concentration and organisational skills. Previous experience within a Customer Service role in a similar field desired. Experience of working in or with an operations team in the finance/proxy fields would be beneficial. Excellent problem solver with the ability to work under pressure. Benefits Headspace subscription Birthday off in addition to annual leave Access to Absorb Learning Improved family-friendly policies Hybrid working scheme Choose your tech 2 duvet days a year 1 volunteer day a year 4-week sabbatical after 4 years at Proxymity Workation- Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year Companywide parties twice a year Team socials 
Manchester, UK
Negotiable Salary
Trust Advisor63093596484099124
Indeed
Trust Advisor
**Taylor Emmet:** We are an Award-Winning firm of solicitors built on trust, expertise, and innovation. A law firm of innovators and forward thinkers, we're constantly developing new ways to provide our clients with first class service every single time. **Our Approach:** Taylor Emmet tailors their approach, cuts out the jargon and carefully guides their clients on their legal journey. Our tried and tested method works. So, that's why. * We listen carefully to what our clients want to achieve.  * We will work with you to deliver a no-nonsense solution.  * We are committed to pursue the delivery of great results. **Our Values:** We live by our values in every stage of our interactions, both with our colleagues and with our clients:  * Community  * Approachability * Excellence  * Integrity **The role:** As a Trust Advisor, you will be responsible for the efficient and compliant administration of trusts established by our clients.  * Manage a full existing case load. * To handle trust and tax advice work for private clients and to build and develop own case load.  * Deliver high standards of client care and a first-class customer experience.  * Work commercially which is reflected in your case management and outcomes.  * Work collaboratively as part of a team.  * Achieve and deliver key outcomes both for the client and the firm. You will have greater autonomy for your own caseload and will begin to further enhance your own leadership qualities for the benefit of your personal development, your clients and the firm. **Department Specific:** Compliance Work: Preparation of Annual Trust Accounts: * Compile comprehensive annual trust accounts in accordance with regulatory standards and firm guidelines.  Completion of Annual Trust and Estate Tax Returns: * Prepare and submit accurate annual trust and estate tax returns, including R185s and other ancillary reporting requirements. * Ensure timely payment of tax liabilities in adherence to HMRC deadlines.  De-registration of Trusts on HMRC Trust Register: * Manage the de-registration process for trusts on the HMRC Trust Register as needed. Maintenance of HMRC Trust Register: * Regularly update and maintain the HMRC Trust Register, ensuring compliance with all regulatory requirements. Inheritance Tax Returns (IHT100): * Prepare and submit Inheritance Tax Returns (IHT100) with precision and attention to detail. Capital Gain Tax Property (60 Day) Reports: * Handle the timely submission of Capital Gains Tax Property (60 Day) Reports in compliance with regulatory timelines. Internal Record Keeping: * Maintain meticulous internal records related to trust compliance activities. Trust Bank Account Management: * Facilitate the opening and ongoing maintenance of trust bank accounts. **Advice Work:** **Trustees Duties and Obligations:** * Provide legal advice on trustees' duties and obligations, offering guidance on the exercise of dispositive powers across various trust types. Trustees Investment Policy Statements: * Assist in the formulation and review of Trustees Investment Policy Statements to ensure alignment with legal and regulatory requirements. Trust Assets and Diversification: * Offer advice on the management of trust assets, including strategies for diversification. Income Tax, Capital Gains Tax, and Inheritance Tax: * Provide expert advice on the application of Income Tax, Capital Gains Tax, and Inheritance Tax to trusts and estates. Ancillary Trust Document Drafting: * Draft and review various ancillary trust documents, including deeds of appointments, retirements, and other necessary legal instruments. * Deliver high standards of client care and a first-class customer experience. * Work commercially which is reflected in your case management and outcomes. * Work collaboratively as part of a team. * Achieve and deliver key outcomes both for the client and the firm.
Sheffield, UK
Negotiable Salary
Finance Business Partner63093917361665125
Indeed
Finance Business Partner
### **Description** **New Opportunity Varied Role** Keoghs, the Legal Solutions Division of the Davies Group, are looking to hire a Finance Business Partner to report to the Head of Financial Planning and Analysis This role is at the heart of the finance function giving an enthusiastic individual the opportunity to gain a full understanding of the organisation and to deliver the key decision makers with the financial information to make informed decisions. This is an interesting, varied and challenging role that will involve providing the operational teams within Keoghs with a high standard of financial support. This will cover areas such providing pricing support for the submission of tenders, preparation of budgets at a detailed level and providing feedback on monthly performance to the Operational Leads. #INDUKI ### **Key Responsibilities** Providing support to the Operations Directors and BUDs to manage their parts of the business, identifying opportunities, and providing challenge, to enhance each team's gross margin Assisting the operational teams in bids and tenders, including support to propose pricing and provision of challenge in pricing discussions to ensure the required gross margin in maintained Production of monthly financial reporting in accordance with SLAs for both the Keoghs Exec and Davies Head Office. Provision of regular forecasts and annual budgets of Operational performance. To assist the Head of Financial Planning and Analysis in any ad hoc projects as required. ### **Skills, Knowledge and Expertise** A strong academic background and the holder of a recognised accountancy qualification, such as ACA, CIMA, ACCA. Demonstrable experience of: * Proven track record of Business Partnering and therefore having the ability to communicate with non-financial colleagues. * Experience of owning pricing and tenders across multiple products and communicating pricing up to CEO level. * Planning and executing operational and sales budgets. * A high level of IT literacy including high proficiency in MS Excel. * Data manipulation skills (Power BI, VBA, Excel on similar) ### **Benefits** * Davies Incentive Plan * 25 days holiday per year which increases with level of service (opportunity to buy \& sell 3 days) * Family Cover Private Medical Insurance (Bupa) - will automatically be at single cover level but can opt into family option within first month of joining. * Simply Health Care Cash Plan * WeCare -- 24/7 online GP, mental health support and virtual wellbeing covering a whole host of topics to do with health, mental health, wellbeing \& healthy living and financial \& legal wellbeing * Death in Service * Critical Illness Cover * PHI/Income Protection (Private health insurance) * Pension Contribution based 5% Employee / 3% Employer * Employee Resource Groups * Employee Volunteering Programme * Cycle to Work Scheme\* * Tech Scheme\* * Season Ticket Loan\* * Gym Flex\* * Access to Online Discount Sites * Discounted Gourmet Society Membership * Discounted Tickets for Merlin Attractions nationwide * Discounts at local retail outlets * after successfully completing probation ### **About Keoghs** Keoghs is the leading provider of legal and claims solutions to insurers, businesses and other suppliers to the insurance sector. We manage more than £1bn worth of insurer claims and resolve in excess of 100,000 claims per year working in partnership with leading insurers, MGAs, brokers, corporates and the public sector. With more than 50 years' experience we have an in-depth understanding of the insurance claims process, enabling us to contain and lower litigation rates, shorten claims lifecycles and reduce overall claims costs. We combine proven processes, technology and low cost infrastructure with extensive legal and insurance market knowledge. This enables us to create individual solutions for each of our clients that match their requirements in terms of quality, performance and value for money. We invest heavily in specialised services, technology and innovation for our insurance clients, and we are the first to launch a true artificial intelligence (AI) insurance lawyer. Through our proprietary AI lawyer, Lauri, we've transformed the claims handling process for low-value personal injury claims; we've reduced claim lifecycles and reduced costs for our clients. Supported by commercial acumen and innovative products, Keoghs leads the way in providing legal solutions to the insurance industry.
Bolton, UK
Negotiable Salary
Knowledge Manager63093970829441126
Indeed
Knowledge Manager
Help us use technology to make a big green dent in the universe! Kraken powers some of the most innovative global developments in energy. We're a technology company focused on creating a smart, sustainable energy system. From optimising renewable generation, creating a more intelligent grid and enabling utilities to provide excellent customer experiences, our operating system for energy is transforming the industry around the world in a way that benefits everyone. It's a really exciting time in energy. Help us make a real impact on shaping a better, more sustainable future. **KrakenFlex** The energy industry is undergoing the largest transformation since industrialisation at an unprecedented rate of change and we are positioning ourselves to be at the heart of that change. Our aim is to be the leading global provider of solutions that enable customers to release £30bn of value per annum from distributed energy resources (DERs). We are building a Software as a Service (SaaS) subscription business with a global addressable market of £2.4 billion per annum, by digitally connecting hundreds of thousands of DERs with energy markets. We have already attained a market leading position and KrakenFlex is a recognised thought leader and innovator in the industry. ### **What you'll do** * Identify, collect, and organise valuable knowledge from various sources. * Develop and implement knowledge management strategies and processes. * Standardise documentation deliverables across Kraken products. * Develop and implement documentation translation strategies. * Ensure the accuracy, relevance, and accessibility of information. * Create and develop learning modules and training programs using our learning platform. * Promote a culture of knowledge sharing and collaboration within the organisation. * Develop and implement knowledge-sharing initiatives and programs. * Identify and address knowledge and skill gaps. * Facilitate best practices for information architecture. * Write, review, and edit content to address missing information. * Develop and maintain the company style guide. * Guide the choice of appropriate knowledge management tools and technologies. * Help to manage and maintain knowledge management systems. * Train employees on how to use knowledge management tools and systems. * Oversee the organisation of internal content within the organisation's internal knowledge management tool to ensure information is easily accessible. * Help to automate processes where applicable. * Track and measure the effectiveness of knowledge management initiatives. * Identify areas for improvement in knowledge management processes and systems, such as automation. * Develop and implement strategies to improve knowledge management performance. ### **What you'll need** * Docs-as-code processes and tools such as Git, Github, markdown. * Managing technical and non-technical writers. * Information architecture. * Experience using GitBook (Desirable) **If this sounds like you then we'd love to hear from you.** *Are you ready for a career with us? We want to ensure you have all the tools and environment you need to unleash your potential. Need any specific accommodations? Whether you require specific accommodations or have a unique preference, let us know, and we'll do what we can to customise your interview process for comfort and maximum magic!* *Studies have shown that some groups of people, like women, are less likely to apply to a role unless they meet 100% of the job requirements. Whoever you are, if you like one of our jobs, we encourage you to apply as you might just be the candidate we hire. Across* *Kraken* *, we're looking for genuinely decent people who are honest and empathetic. Our people are our strongest asset and the unique skills and perspectives people bring to the team are the driving force of our success. As an equal opportunity employer, we do not discriminate on the basis of any protected attribute. Our commitment is to provide equal opportunities, an inclusive work environment, and fairness for everyone.*
Manchester, UK
Chair/Co-Chairs of Trustees (Rochdale and District Mind)63093596356611127
Indeed
Chair/Co-Chairs of Trustees (Rochdale and District Mind)
Job Advert **Do you feel excited by the idea of guiding the future of a local mental health charity?** Rochdale and District Mind is a mental health charity that supports people in the community who are facing mental health challenges. Our area of operation is Heywood, Middleton, Rochdale, Bury and N.E. Lancashire. As part of the Mind Federation and the Mind in Greater Manchester partnership, our goal is to ensure that individuals do not face mental health issues alone and can live free from stigma and discrimination. Our team consists of over 70 dedicated staff members and volunteers who provide a wide variety of services and activities, including counselling, therapeutic group workshops, advocacy, crisis support, dementia support, two wellbeing cafés, as well as other wellbeing activities such as sports sessions. To ensure our services are effective and rooted in the needs of the community, we involve people who use our services in shaping our offer. We are also pleased to be recognised for our work with our Black, Asian, and Minority Ethnic communities in Rochdale. We work proactively both with our service users and with other key stakeholder organisations to tackle health inequalities. **Chair opportunity** We are flexible in our approach and are open to a single Chair or Co-Chair arrangement. We are looking for people with governance experience, the ability to lead and alignment with our values. Our new Chair or Co-Chairs will have energy and drive, a genuine passion for mental health support and be able to bring both knowledge and connections to the organisation. This is an exciting moment to join us. Rochdale and District Mind has undergone a period of significant growth in recent years, with both our annual turnover and staff numbers doubling. We've successfully embedded our services within the strategic priorities of the local Integrated Care Board, adapting what we offer to meet the changing mental health needs of our community. Now, with our CEO Philip Bramson at the helm, we're entering a period of reflection and consolidation, ready to build on our strong foundation as we shape the next chapter of our journey. **How** **to apply?** --------------------- Eastside People is supporting Rochdale and District Mind in the recruitment for this role. Please apply by submitting your CV and a cover letter both in **Word doc. format**. Please use the cover letter (max 2 pages) as an opportunity to add to the information you have shared in your CV and ensure that you cover the following: * Why are you interested in a Chair or Co-Chair role with Rochdale and District Mind? * How can you contribute to Rochdale and District Mind as our Chair or Co-Chair? * Please highlight relevant experience and demonstrate how your skills match the specific requirements of the role as set out in the role description. If you would like a call to discuss the role in more detail, please email Bernice Rook at our recruitment partners, Eastside People to arrange a convenient time at bernice@eastsidepeople.org. Having a call of this kind will not influence the success or otherwise of your application. We want you to have every opportunity to demonstrate your skills, ability, and potential. Please contact us if you require any assistance or adjustments so that we can help make the application process work for you. The closing date for applications is **Monday 28** **th** **July,** and our candidate assessment schedule is as follows: * EP interviews and informal conversations carried out through the recruitment process with final interviews taking place by Thu 31 July. * Formal interviews with Rochdale and District Mind Board, in the week commencing 4th August. * The successful candidate or candidates will be asked to attend two Board meetings as an observer (the first one of which is on 13 Aug), after which the appointment will be confirmed via a trustee vote. Eastside People is fully committed to equality of opportunity and diversity and work with our clients to ensure that we recruit inclusively, seeking to address the underrepresentation of some groups of people in leadership teams. We warmly welcome applications from all suitably qualified candidates.
Rochdale, UK
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