Business Restructuring - Case Management Team Assistant

BDO UK; Liverpool; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading accountancy and business advisory firm is seeking a proactive individual to join their Advisory team. This role involves managing formal insolvency caseloads, ensuring compliance, and collaborating with senior staff. The ideal candidate will possess strong communication and organizational skills, along with a relevant degree or experience. BDO values authenticity and supports career development, offering a collaborative work environment.

Benefits

Flexible working

Career development resources

Qualifications

• 2:1 honors degree or relevant experience required.
• Professional communication skills, both verbal and written.
• Strong time management and organizational skills.

Responsibilities

• Administer formal insolvency caseloads ensuring compliance.
• Prepare checklists and internal working papers.
• Assist in preparing simple reports and maintain awareness of budgetary requirements.

Skills

Professional communication skills

Time management

Organizational skills

Teamwork ability

Initiative-taking skills

Education

2:1 honors degree

Tools

Excel

Word

PowerPoint

Outlook

Job description

Job Description

Ideas | People | Trust

We’re BDO, an accountancy and business advisory firm providing the advice and solutions entrepreneurial organizations need to navigate today’s changing world.

We work with Britain’s economic engine—ambitious, entrepreneurially spirited, high-growth businesses—and directly advise their owners and management teams.

We’ll broaden your horizons

Our Advisory team offers a wide range of services that deliver value-led advice and outcomes. They possess in-depth knowledge of business, industry sectors, and markets, understanding the constantly changing risks and opportunities at the core of our clients’ affairs. The team works across strategy, operations, improvement, and transactional projects. From technology to risk advisory, they follow through on top-level instructions and resolve detailed issues, all in a straightforward package. Joining them means working on some of the world’s most exciting financial operations and business deals, building experience and expertise alongside industry leaders.

We’ll help you succeed

Leading organizations trust us for the quality of our advice. This quality stems from a thorough understanding of their business, built through close collaboration and long-lasting relationships.

You should be proactive in managing your tasks and confident in collaborating and communicating with senior managers, directors, and partners to help businesses succeed. You’ll be encouraged to identify opportunities to enhance our delivery and offer additional services to our clients.

Responsibilities:

1. Administer formal insolvency caseloads ensuring compliance with statutory, regulatory, and internal procedures.
2. Set up and maintain files on DMS and IPS.
3. Perform basic office admin tasks such as filing, copying, and reviewing documents.
4. Ensure relevant data is captured, reports are generated, and IPS case setup information is completed.
5. Complete cashier instructions for senior review.
6. Prepare checklists, glossary documents, IP record sheets, and internal working papers.
7. Obtain and review company searches.
8. Assist in preparing simple reports, including and cleaning returns to DTI regarding directors’ conduct.
9. Maintain awareness of group budgetary requirements and time constraints.
10. Highlight potential issues to senior staff promptly, with supporting information.
11. Familiarize and gain knowledge of all regulatory and statutory requirements, including SIP, best practices, risk management, and anti-money laundering.
12. Assist senior staff as needed.
13. Perform other relevant duties as delegated.
14. Ensure team outputs meet agreed timescales, quality, and volume standards.
15. Address internal queries across teams and departments.

You’ll be someone with:

• A 2:1 honors degree or relevant experience in this sector.
• Good knowledge of Excel, Word, PowerPoint, and Outlook.
• Professional communication skills, both verbal and written.
• Strong time management and organizational skills, with the ability to prioritize tasks independently.
• Teamwork ability and initiative-taking skills.
• No professional training contract is provided; however, ongoing training will be available.

We value authenticity, support flexible working, and offer resources for career development.

We’re in it together

Mutual support and respect are core values at BDO. We foster a people-centered culture through mentoring, coaching, and collaborative workspaces, encouraging continuous learning and sharing of expertise.

We’re looking forward to the future

We help entrepreneurial businesses succeed, fueling the UK economy. Our success is driven by our people, and we continuously invest in your growth. We adapt and evolve to strengthen our global reach, integrity, and expertise, shaping the future together with openness and clarity.