Jeffries Recruitment

This role sits within a high-performing financial planning team, providing full technical support to Consultants. You'll be responsible for producing clear, accurate suitability reports, carrying out research, and ensuring advice is compliant and tailored to each client's needs. There is also a structured pathway into a Consultant role in the future for someone who wants to progress. What you'll be doing Writing high-quality suitability reports Reviewing client files and identifying key planning issues Carrying out research across pensions, investments and protection Analysing existing plans and assessing suitability Supporting advisers with technical queries and complex cases Maintaining accurate client records and ensuring compliance standards are met Occasionally attending client meetings At Senior level, you will also: Review and check reports completed by other Paraplanners Mentor and support junior team members Assist with complex cashflow modelling and calculations Contribute to improving processes and advice delivery Play an active role in team meetings and wider business initiatives About you Diploma qualified (Chartered or working towards is desirable) Experience in an IFA/financial planning environment Strong background in writing suitability reports Confident across pensions, investments and protection Comfortable with research tools and cashflow modelling Highly organised, detail-focused and technically strong This role would suit an experienced Paraplanner who enjoys technical work, mentoring others, and wants a clear progression path within a supportive, professional environment.

A well-established independent accounting firm in Weybridge is looking for an Audit Senior to join their friendly and professional team. This is a fantastic opportunity for someone who enjoys providing high-quality audit work while building strong client relationships in a collaborative, supportive environment. The role: Lead audits from planning through to completion for a varied client portfolio Prepare statutory accounts and reports Liaise directly with clients and provide practical, commercial advice Support and mentor junior staff, sharing your experience and knowledge Help improve processes and contribute ideas to enhance client service About you: ACA, ACCA, or part-qualified Audit experience within practice Confident dealing with clients and managing engagements Team-focused, proactive, and detail-oriented This role is ideal for an Audit Senior who wants to develop their career while enjoying the benefits of a collaborative, supportive culture in a respected independent firm.

A well-established independent firm in Worcester is looking for an Accounts & Audit Senior to join their close-knit, supportive team. This is a great opportunity for someone who enjoys working in a collaborative environment where client relationships, quality work, and team culture are valued just as highly as technical expertise. The role: Lead audits and accounts preparation for a varied client portfolio Work directly with clients, building strong, lasting relationships Support and mentor junior staff, sharing your knowledge and experience Deliver high-quality, accurate work while contributing ideas to improve processes About you: ACA, ACCA, or part-qualified Audit and accounts experience within practice Confident liaising with clients and managing engagements Team-oriented, proactive, and detail-focused This role is ideal for someone who wants to progress their career while enjoying the benefits of a fantastic, supportive culture and a real sense of belonging in a smaller, independent firm.

A top 15 UK accounting firm in Manchester is looking for an ACA or ACCA qualified (or part-qualified) Audit Senior to join their growing audit team. This is a fantastic opportunity for someone who wants to develop their technical skills, provide proactive advice to clients, and progress their career within a collaborative and supportive environment. The role: Lead audits from planning to completion Prepare statutory accounts and audit reports Work directly with clients and build strong relationships Support and mentor junior staff About you: ACA or ACCA qualified, or part-qualified Audit experience within practice Strong technical knowledge and attention to detail Client-focused, proactive, and collaborative This role is ideal for an Audit Senior who wants exposure to varied clients, career progression, and the chance to make a real impact within a leading firm.

A leading professional services firm is looking to recruit a Finance Business Partner to work closely with senior leaders across the business. This is a commercially focused role where you will provide financial insight, challenge assumptions and help leaders make informed decisions that drive performance and long-term growth. The role Lead budgeting, forecasting and long-term financial planning Work with senior leaders to forecast revenue, utilisation and resource needs Analyse financial performance and explain key variances Identify risks, opportunities and potential cost savings Support pricing decisions and engagement profitability Present financial data in a clear and meaningful way through reports and dashboards Maintain strong financial controls and governance Act as a key link between the finance team and the wider business Support improvements to systems, processes and reporting tools About you Qualified accountant (Ideally CIMor equivalent) Around 5-10 years' experience in a commercial finance role Strong analytical and financial modelling skills Confident communicating with senior stakeholders Able to translate complex financial data into clear business insight Strong Excel skills and good knowledge of MS Office Why apply? Join a well-established professional services firm with a strong national presence Collaborative and supportive culture Clear opportunities for career progression Flexible working arrangements Competitive salary and benefits package This is an excellent opportunity for a commercially minded finance professional who enjoys partnering with senior leaders and influencing business performance.

An independent accounting firm in Hereford is looking for a Client Manager to join their friendly and professional team. In this role, you'll manage a portfolio of clients, providing proactive advice, overseeing compliance work, and ensuring high-quality service. You'll also support and mentor junior staff, helping to develop their skills and contribute to the wider success of the team. About you: ACA, ACCA qualified or equivalent experience Strong accounting and commercial skills Confident liaising with clients and building lasting relationships Organised, proactive, and able to manage multiple priorities Experience mentoring or managing junior staff is a plus This is a fantastic opportunity to join a supportive firm where you'll take ownership of your work, make an impact with clients, and grow your career within a well-established, independent practice.

An independent, well-established firm in Sutton Coldfield is looking for a Tax Director to join their growing team. This is a unique opportunity for a CTA and STEP qualified professional to take ownership of a senior tax role and shape it around their own expertise and ambitions. You'll work with a varied client base, including subsidiaries of large European groups, high-net-worth individuals, and clients with global mobility. The role: Lead complex corporate and private client tax matters Advise on international tax and global mobility issues Manage and develop junior tax staff, providing mentorship and technical guidance Build strong client relationships and contribute to strategic business development Have the flexibility to shape the role to suit your strengths and career goals About you: CTA and STEP qualified Strong corporate and private client tax experience Comfortable managing complex clients and leading a team Entrepreneurial, proactive, and collaborative This is an exciting chance for a senior tax professional to join a supportive independent firm and create a role that truly reflects their expertise, interests, and career aspirations.