Financial Services Administrator Leicester (potential of hybrid/1 day per week at home after qualifying period) Salary 25,000 - 28,000 + benefits (our ref AL1386) Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team. Responsibilities Research a broad range of financial products across all financial sectors Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Sending Letters of Authority Collate and evaluate client policy/investment/pension Researching products and funds using software such as SelectAPension and FE Analytics General Administration and client support duties Create and maintain client files and enter details onto back-office database Submitting New Business on internal and external systems Prepare paperwork for pre-sale and post-sale Maintain regular contact with clients, booking clients in for annual reviews and management of review process Monitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products The ideal person - Administrator Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable. Experience using Financial research tools. Working towards diploma qualification preferred, but not essential. It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner. Benefits - Company pension scheme Death in service 25 days annual leave Flexible Benefits Birthday as an additional day off Opportunity to purchase additional holidays Enhanced family friendly policies Cycle to work scheme If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Dec 07, 2025
Full time
Financial Services Administrator Leicester (potential of hybrid/1 day per week at home after qualifying period) Salary 25,000 - 28,000 + benefits (our ref AL1386) Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team. Responsibilities Research a broad range of financial products across all financial sectors Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Sending Letters of Authority Collate and evaluate client policy/investment/pension Researching products and funds using software such as SelectAPension and FE Analytics General Administration and client support duties Create and maintain client files and enter details onto back-office database Submitting New Business on internal and external systems Prepare paperwork for pre-sale and post-sale Maintain regular contact with clients, booking clients in for annual reviews and management of review process Monitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products The ideal person - Administrator Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable. Experience using Financial research tools. Working towards diploma qualification preferred, but not essential. It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner. Benefits - Company pension scheme Death in service 25 days annual leave Flexible Benefits Birthday as an additional day off Opportunity to purchase additional holidays Enhanced family friendly policies Cycle to work scheme If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Our client in Pontyclun is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period. Free parking on-site.
Dec 07, 2025
Full time
Our client in Pontyclun is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period. Free parking on-site.
Our client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period.
Dec 07, 2025
Full time
Our client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period.
Senior IFA Administrator Location: Guildford Salary: 38,000- 42,000 DOE Permanent Role working Monday - Friday We are seeking a Senior IFA Administrator to support our client's growing team. This is a key role within the business, combining core administration with paraplanning support and work-quality checking. You will be responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers. Key Responsibilities Act as a main client contact, maintaining accurate records and preparing meeting documents Process applications, transfers, policy changes, fund switches and withdrawals Liaise with providers and manage client servicing requests Draft suitability reports and conduct product and fund research Ensure compliance documentation is completed and filed correctly Review admin workflows, carry out spot checks and support quality standards About You Strong knowledge of pensions, investments and financial planning processes Excellent attention to detail and communication skills Confident using Intelligent Office or similar systems Experience reviewing others' work is an advantage Refer a friend and earn a retail voucher worth up to 500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer. MJ15282
Dec 07, 2025
Full time
Senior IFA Administrator Location: Guildford Salary: 38,000- 42,000 DOE Permanent Role working Monday - Friday We are seeking a Senior IFA Administrator to support our client's growing team. This is a key role within the business, combining core administration with paraplanning support and work-quality checking. You will be responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers. Key Responsibilities Act as a main client contact, maintaining accurate records and preparing meeting documents Process applications, transfers, policy changes, fund switches and withdrawals Liaise with providers and manage client servicing requests Draft suitability reports and conduct product and fund research Ensure compliance documentation is completed and filed correctly Review admin workflows, carry out spot checks and support quality standards About You Strong knowledge of pensions, investments and financial planning processes Excellent attention to detail and communication skills Confident using Intelligent Office or similar systems Experience reviewing others' work is an advantage Refer a friend and earn a retail voucher worth up to 500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer. MJ15282
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Dec 07, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Dec 07, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
This is an outstanding opportunity to join a multi-award-winning, digitally-led accountancy and advisory practice. Based in Sheffield, the firm specialises in helping ambitious start-ups, scale-ups, and SMEs automate their finances, reduce stress, save time, and achieve sustainable growth. As Client Finance Director (FD), you'll provide ambitious businesses with the strategic insight of a full-time FD, but with the flexibility and cost-effectiveness of outsourcing. What will you be doing? Supporting a diverse client base by delivering outstanding financial leadership that enables businesses to scale, become audit-ready, manage cash flow, and prepare for fundraising or transactions. Acting as a strategic finance partner to client leadership teams, focusing on growth, profitability, efficiency, and long-term planning. Overseeing automated financial systems and delivering monthly management accounts, budgeting, forecasting, cash flow management, and compliance. Ensuring audit readiness and transaction support , preparing businesses for investment or exit planning. Leading and developing a team of accountants who deliver accounting and business advisory services. Championing digital innovation , leveraging cutting-edge finance platforms to deliver clarity and efficiency. What skills are we looking for? Qualified accountant (ACA/ACCA/CIMA) with proven leadership experience. Current or recent practice experience - this is essential. Strong strategic capability with hands-on expertise in management accounts, forecasting, modelling, cash flow, and compliance. Tech-savvy with proficiency in Xero, QuickBooks, Sage, FreeAgent, and other digital systems. Clear, personable communicator able to build trust and influence at senior stakeholder levels. What's on offer? Competitive, uncapped pay linked directly to team revenue. Generous holiday allowance , including your birthday off. Career development opportunities and autonomy to shape the FD function. Flexible hybrid working , modern office environment, and relaxed dress code. The chance to build genuine relationships with leading business owners across the region. Please apply below, or contact Jenny Goodson for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Dec 07, 2025
Full time
This is an outstanding opportunity to join a multi-award-winning, digitally-led accountancy and advisory practice. Based in Sheffield, the firm specialises in helping ambitious start-ups, scale-ups, and SMEs automate their finances, reduce stress, save time, and achieve sustainable growth. As Client Finance Director (FD), you'll provide ambitious businesses with the strategic insight of a full-time FD, but with the flexibility and cost-effectiveness of outsourcing. What will you be doing? Supporting a diverse client base by delivering outstanding financial leadership that enables businesses to scale, become audit-ready, manage cash flow, and prepare for fundraising or transactions. Acting as a strategic finance partner to client leadership teams, focusing on growth, profitability, efficiency, and long-term planning. Overseeing automated financial systems and delivering monthly management accounts, budgeting, forecasting, cash flow management, and compliance. Ensuring audit readiness and transaction support , preparing businesses for investment or exit planning. Leading and developing a team of accountants who deliver accounting and business advisory services. Championing digital innovation , leveraging cutting-edge finance platforms to deliver clarity and efficiency. What skills are we looking for? Qualified accountant (ACA/ACCA/CIMA) with proven leadership experience. Current or recent practice experience - this is essential. Strong strategic capability with hands-on expertise in management accounts, forecasting, modelling, cash flow, and compliance. Tech-savvy with proficiency in Xero, QuickBooks, Sage, FreeAgent, and other digital systems. Clear, personable communicator able to build trust and influence at senior stakeholder levels. What's on offer? Competitive, uncapped pay linked directly to team revenue. Generous holiday allowance , including your birthday off. Career development opportunities and autonomy to shape the FD function. Flexible hybrid working , modern office environment, and relaxed dress code. The chance to build genuine relationships with leading business owners across the region. Please apply below, or contact Jenny Goodson for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Sewell Wallis Recruitment is delighted to be partnering with a global law firm seeking a Billing Administrator to join its Edinburgh team. The ideal candidate will be proactive, motivated, and preferably bring previous accounts experience. What will you be doing? Requesting Ad-hoc proformas and generating reports. Amending proformas upon request and inputting billing guide amendments to the pre-billing system in line with the Partner/Associates' requirements. Review time narratives for accuracy of recording, identifying and correcting typos. Forwarding billing guides to alternative reviewers and editors as required in the pre-bill system. Dealing with the volume of invoices & billing-related queries. Liaising with the Working Capital Support team to assist in the resolution of complex queries. Preparation of narratives and fee breakdowns as required. Preparation of covering documents for dispatch on generated bills for Partner/Associate review. Facilitating the dispatch of bills to clients in line with the client's requirements, where necessary. Liaising with the eBilling team to provide billing guidelines and portal requirements. Requesting Credit Notes/re-issue instructions via Finance workflow and other post billing queries. Liaising with other finance teams to ensure the accurate and timely drafting and preparation of bills. What skills are we looking for? Strong written and verbal communication skills, with the ability to communicate confidently with clients, partners and other stakeholders. Able to work within given timeframes and be able to anticipate likely workflows. Ability to consistently produce accurate work with exceptional attention to detail. Self-motivated, proactive and able to prioritise and manage own workload. Ability to use initiative, but also work well within a team. Experience in a partnership or professional services environment with a finance background. Analytical skills to resolve queries. Proficient in MS Excel and Word. What's on offer? Competitive basic salary (reviewed annually). Flexible, hybrid working policy. Generous bonus scheme. Up to 25 days holiday (rising to 28 days with service). Holiday exchange scheme. Private medical insurance. Enhanced parental leave. Please apply below, or contact Lewis Walker for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Dec 07, 2025
Full time
Sewell Wallis Recruitment is delighted to be partnering with a global law firm seeking a Billing Administrator to join its Edinburgh team. The ideal candidate will be proactive, motivated, and preferably bring previous accounts experience. What will you be doing? Requesting Ad-hoc proformas and generating reports. Amending proformas upon request and inputting billing guide amendments to the pre-billing system in line with the Partner/Associates' requirements. Review time narratives for accuracy of recording, identifying and correcting typos. Forwarding billing guides to alternative reviewers and editors as required in the pre-bill system. Dealing with the volume of invoices & billing-related queries. Liaising with the Working Capital Support team to assist in the resolution of complex queries. Preparation of narratives and fee breakdowns as required. Preparation of covering documents for dispatch on generated bills for Partner/Associate review. Facilitating the dispatch of bills to clients in line with the client's requirements, where necessary. Liaising with the eBilling team to provide billing guidelines and portal requirements. Requesting Credit Notes/re-issue instructions via Finance workflow and other post billing queries. Liaising with other finance teams to ensure the accurate and timely drafting and preparation of bills. What skills are we looking for? Strong written and verbal communication skills, with the ability to communicate confidently with clients, partners and other stakeholders. Able to work within given timeframes and be able to anticipate likely workflows. Ability to consistently produce accurate work with exceptional attention to detail. Self-motivated, proactive and able to prioritise and manage own workload. Ability to use initiative, but also work well within a team. Experience in a partnership or professional services environment with a finance background. Analytical skills to resolve queries. Proficient in MS Excel and Word. What's on offer? Competitive basic salary (reviewed annually). Flexible, hybrid working policy. Generous bonus scheme. Up to 25 days holiday (rising to 28 days with service). Holiday exchange scheme. Private medical insurance. Enhanced parental leave. Please apply below, or contact Lewis Walker for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: o Pension Scheme o Private Medical Insurance (after qualifying period) o Professional development funding and exam support o Team social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 07, 2025
Full time
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: o Pension Scheme o Private Medical Insurance (after qualifying period) o Professional development funding and exam support o Team social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Job title: Senior Occupational Health Advisor Location: Royston, Hertfordshire (with some travel required) World-changing careers, enabled by Johnson Matthey. With more than 200 years history, join us and help to accelerate the transition to net-zero! As a Senior OH Advisor, you'll contribute to JM's mission as a world leader in sustainable technology, transforming energy and reducing carbon emissions for a cleaner, brighter future. This role is to support the Site infrastructure Manager, OH Advisor, OH Technician and OH Administrator in the delivery and coordination of high-quality OH services across the Johnson Matthey sites - Royston, Brimsdown, Cambridge and Sonning. This plays a critical part in protecting, maintaining, and improving employee health through clinical expertise, strategic planning, and cross-functional collaboration with EHS, HR, and operations teams. The role includes responsibility for health surveillance activities, case management fitness-for-work assessments and other screening activities The role: As a Senior OH advisor, you will help drive our goals by: Accountable and responsible for the management and effectiveness of the clinical service and case management on a day-to-day basis recognising appropriate skill mix, staffing levels and staff competency, to deliver a quality service. Working with Johnson Matthey PGMS community of practice to identify opportunities for improvement in clinical procedures and escalate as appropriate. Hands on delivery of clinical work - expected 70% hands on, 30% management. Deliver Occupational Health case management and rehabilitation services in partnership with operations, HR, EHS and OH Physician and refer to specialist services externally when required. Working with Reward and Wellbeing support HR, EHS, operations and other key business areas on employee wellbeing and occupational health so employee health and wellbeing is considered a priority by all leaders within JM. Working with the office administrator to prioritise, plan and maintain own and team referral caseload. Special factors: Travel will be needed on several JM sites, each as follows: Royston - primary base site Brimsdown, North London - monthly as required Cambridge, Sonning & Farringdon - quarterly visits as required. While performing the duties of this job, the employee will be working in an office location based on one of the sites above. All functions take place inside with optimal lighting. The employee can expect low levels of noise, in addition to DSE work and use of telephones. The temperature is generally average. All sites operate with varying levels of risk and complexity. Key skills that will help you succeed in this role: Registered Nurse on NMC register (Part 1 or 2) with at least 3 years broad based post registration experience Working knowledge of H&S legislation Experience in an occupational health setting (industrial or manufacturing environment is high desirable) Previous experience leading and managing a team Knowledge of UK health and safety legislation and occupational health standards Experience of Risk Management Process and of carrying our Risk Assessments with previous experience of case management. Even if you only match some of the skills, we'd love to hear from you to discuss further! What we offer: We make sure salaries are fair, competitive and aligned to individual roles, experience and responsibilities. We are also supportive of hybrid and flexible working and where applicable, offer life, medical and other benefits that support our employees' financial and physical wellbeing, such as: Retirement savings Share plans Saving accounts House saving funds Life and disability insurance Commuter allowances and loans Medical plans / health assessments Fitness discounts Ready to make a meaningful impact on your career and the environment? Join us and help shape a sustainable future while advancing your career! At JM, inclusivity is central to our values. We create an environment where everyone can thrive, embracing diverse perspectives to tackle challenges and ensure all colleagues feel valued and connected. For any queries or accessibility requirements, please contact (url removed). We will work with you to make suitable adjustments at any stage of the recruitment process. All conversations are confidential, and your feedback is welcome to help us provide an accessible and positive recruitment experience. Closing date for applications: This job advertisement will be posted for a minimum of 2 weeks; early application is advised. To submit your application, please click the "Apply" button online. All applications are carefully considered and your details will be stored on our secure Application Management System. This is used throughout Johnson Matthey for the selection of suitable candidates for our vacancies as they arise.Johnson Matthey respects your privacy and is committed to protecting your personal information. For more information about how your personal data is used please view our privacy notice: Johnson Matthey Privacy Notice . By applying for this role and creating an account you are agreeing to the notice. Johnson Matthey Plc is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, marriage or civil partnership, pregnancy or maternity, religion or belief.
Dec 06, 2025
Full time
Job title: Senior Occupational Health Advisor Location: Royston, Hertfordshire (with some travel required) World-changing careers, enabled by Johnson Matthey. With more than 200 years history, join us and help to accelerate the transition to net-zero! As a Senior OH Advisor, you'll contribute to JM's mission as a world leader in sustainable technology, transforming energy and reducing carbon emissions for a cleaner, brighter future. This role is to support the Site infrastructure Manager, OH Advisor, OH Technician and OH Administrator in the delivery and coordination of high-quality OH services across the Johnson Matthey sites - Royston, Brimsdown, Cambridge and Sonning. This plays a critical part in protecting, maintaining, and improving employee health through clinical expertise, strategic planning, and cross-functional collaboration with EHS, HR, and operations teams. The role includes responsibility for health surveillance activities, case management fitness-for-work assessments and other screening activities The role: As a Senior OH advisor, you will help drive our goals by: Accountable and responsible for the management and effectiveness of the clinical service and case management on a day-to-day basis recognising appropriate skill mix, staffing levels and staff competency, to deliver a quality service. Working with Johnson Matthey PGMS community of practice to identify opportunities for improvement in clinical procedures and escalate as appropriate. Hands on delivery of clinical work - expected 70% hands on, 30% management. Deliver Occupational Health case management and rehabilitation services in partnership with operations, HR, EHS and OH Physician and refer to specialist services externally when required. Working with Reward and Wellbeing support HR, EHS, operations and other key business areas on employee wellbeing and occupational health so employee health and wellbeing is considered a priority by all leaders within JM. Working with the office administrator to prioritise, plan and maintain own and team referral caseload. Special factors: Travel will be needed on several JM sites, each as follows: Royston - primary base site Brimsdown, North London - monthly as required Cambridge, Sonning & Farringdon - quarterly visits as required. While performing the duties of this job, the employee will be working in an office location based on one of the sites above. All functions take place inside with optimal lighting. The employee can expect low levels of noise, in addition to DSE work and use of telephones. The temperature is generally average. All sites operate with varying levels of risk and complexity. Key skills that will help you succeed in this role: Registered Nurse on NMC register (Part 1 or 2) with at least 3 years broad based post registration experience Working knowledge of H&S legislation Experience in an occupational health setting (industrial or manufacturing environment is high desirable) Previous experience leading and managing a team Knowledge of UK health and safety legislation and occupational health standards Experience of Risk Management Process and of carrying our Risk Assessments with previous experience of case management. Even if you only match some of the skills, we'd love to hear from you to discuss further! What we offer: We make sure salaries are fair, competitive and aligned to individual roles, experience and responsibilities. We are also supportive of hybrid and flexible working and where applicable, offer life, medical and other benefits that support our employees' financial and physical wellbeing, such as: Retirement savings Share plans Saving accounts House saving funds Life and disability insurance Commuter allowances and loans Medical plans / health assessments Fitness discounts Ready to make a meaningful impact on your career and the environment? Join us and help shape a sustainable future while advancing your career! At JM, inclusivity is central to our values. We create an environment where everyone can thrive, embracing diverse perspectives to tackle challenges and ensure all colleagues feel valued and connected. For any queries or accessibility requirements, please contact (url removed). We will work with you to make suitable adjustments at any stage of the recruitment process. All conversations are confidential, and your feedback is welcome to help us provide an accessible and positive recruitment experience. Closing date for applications: This job advertisement will be posted for a minimum of 2 weeks; early application is advised. To submit your application, please click the "Apply" button online. All applications are carefully considered and your details will be stored on our secure Application Management System. This is used throughout Johnson Matthey for the selection of suitable candidates for our vacancies as they arise.Johnson Matthey respects your privacy and is committed to protecting your personal information. For more information about how your personal data is used please view our privacy notice: Johnson Matthey Privacy Notice . By applying for this role and creating an account you are agreeing to the notice. Johnson Matthey Plc is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, marriage or civil partnership, pregnancy or maternity, religion or belief.
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: oPension Scheme oPrivate Medical Insurance (after qualifying period) oProfessional development funding and exam support oTeam social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 06, 2025
Full time
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: oPension Scheme oPrivate Medical Insurance (after qualifying period) oProfessional development funding and exam support oTeam social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
I am working with a dynamic and growing accounting firm dedicated to providing comprehensive financial services to our diverse client base. They pride ourselves on delivering accurate, timely, and tailored solutions to meet our clients' needs and are currently seeking a highly skilled and motivated Payroll Senior to join our team. Are you detail-oriented, organized, and ready to be a crucial part of the team within a chartered accountancy practice? Responsibilities The role involves supporting the Payroll Manager in delivering efficient payroll and pension services, ensuring compliance with regulations, working alongside a small team of payroll professionals. 60 clients, ranging from 1-80 employees - Process end-to-end payroll for a portfolio of clients, ensuring accuracy and timeliness. - Handle payroll calculations, deductions, and statutory payments (e.g., PAYE, National Insurance, pensions). -Managing complete payroll processing cycles for weekly, fortnightly, and monthly schedules -Handling auto-enrolment administration tasks -Communicating with HMRC, including establishing PAYE schemes for clients -Calculating statutory leave payments (SSP, SMP, SPP, SHPP), in line with government regulations -Addressing client inquiries promptly and professionally -Overseeing your own payroll portfolio, with varying payroll sizes What We're Looking For: - Ensure compliance with relevant payroll regulations and legislation. - Manage and respond to client inquiries regarding payroll matters. - Prepare and submit payroll reports to clients and authorities as required. - Assist in the setup and management of new client payrolls. - Collaborate with team members to continuously improve payroll processes and systems. - Provide training and support to junior payroll staff as needed. Experience - Proven experience in payroll processing, with full end to end payroll experience - Strong knowledge of payroll systems, legislation, and compliance requirements. Desirables Sage 50 Benefits - Competitive salary with opportunities for progression. - Flexible working hours with the option for part-time or full-time employment. - A supportive and collaborative team environment. - Ongoing professional development and training opportunities. - Generous holiday allowance and company pension scheme. 50403RCR2 INDPAYS
Dec 06, 2025
Full time
I am working with a dynamic and growing accounting firm dedicated to providing comprehensive financial services to our diverse client base. They pride ourselves on delivering accurate, timely, and tailored solutions to meet our clients' needs and are currently seeking a highly skilled and motivated Payroll Senior to join our team. Are you detail-oriented, organized, and ready to be a crucial part of the team within a chartered accountancy practice? Responsibilities The role involves supporting the Payroll Manager in delivering efficient payroll and pension services, ensuring compliance with regulations, working alongside a small team of payroll professionals. 60 clients, ranging from 1-80 employees - Process end-to-end payroll for a portfolio of clients, ensuring accuracy and timeliness. - Handle payroll calculations, deductions, and statutory payments (e.g., PAYE, National Insurance, pensions). -Managing complete payroll processing cycles for weekly, fortnightly, and monthly schedules -Handling auto-enrolment administration tasks -Communicating with HMRC, including establishing PAYE schemes for clients -Calculating statutory leave payments (SSP, SMP, SPP, SHPP), in line with government regulations -Addressing client inquiries promptly and professionally -Overseeing your own payroll portfolio, with varying payroll sizes What We're Looking For: - Ensure compliance with relevant payroll regulations and legislation. - Manage and respond to client inquiries regarding payroll matters. - Prepare and submit payroll reports to clients and authorities as required. - Assist in the setup and management of new client payrolls. - Collaborate with team members to continuously improve payroll processes and systems. - Provide training and support to junior payroll staff as needed. Experience - Proven experience in payroll processing, with full end to end payroll experience - Strong knowledge of payroll systems, legislation, and compliance requirements. Desirables Sage 50 Benefits - Competitive salary with opportunities for progression. - Flexible working hours with the option for part-time or full-time employment. - A supportive and collaborative team environment. - Ongoing professional development and training opportunities. - Generous holiday allowance and company pension scheme. 50403RCR2 INDPAYS
Bowers Partnership are supporting an Investments client who are seeking an IT Asset & Procurement Coordinator to manage the lifecycle of IT hardware, asset tracking and vendor purchasing activity across EMEA & APAC regions. The role supports asset lifecycle from acquisition through disposal and plays a key role in CMDB and IT operational improvement. Responsibilities Manage and track IT hardware assets through full lifecycle ServiceNow CMDB asset administration and reporting Oversee hardware ordering, vendor coordination and invoice alignment Manage equipment repairs, re-harvesting, EOL and disposal cycles Coordinate asset refresh and support IT project purchasing needs Maintain auditable purchase history and vendor compliance Prepare asset reporting via Excel / ServiceNow / PowerBI Required Experience Experience in IT asset management Knowledge of procurement workflows & vendor management ServiceNow CMDB or similar CMDB tool experience Excel (intermediate), reporting skills Strong coordination / organisation / communication skills Desirable Financial services Office moves / hardware logistics ITIL foundation
Dec 06, 2025
Full time
Bowers Partnership are supporting an Investments client who are seeking an IT Asset & Procurement Coordinator to manage the lifecycle of IT hardware, asset tracking and vendor purchasing activity across EMEA & APAC regions. The role supports asset lifecycle from acquisition through disposal and plays a key role in CMDB and IT operational improvement. Responsibilities Manage and track IT hardware assets through full lifecycle ServiceNow CMDB asset administration and reporting Oversee hardware ordering, vendor coordination and invoice alignment Manage equipment repairs, re-harvesting, EOL and disposal cycles Coordinate asset refresh and support IT project purchasing needs Maintain auditable purchase history and vendor compliance Prepare asset reporting via Excel / ServiceNow / PowerBI Required Experience Experience in IT asset management Knowledge of procurement workflows & vendor management ServiceNow CMDB or similar CMDB tool experience Excel (intermediate), reporting skills Strong coordination / organisation / communication skills Desirable Financial services Office moves / hardware logistics ITIL foundation
Ernest Gordon Recruitment Limited
Guildford, Surrey
Financial Administrator (Paraplanning) Guildford 35,000 to 45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you an Financial Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career into a supervisory position with a growing and respected company, offering study support, company training, company pension, health scheme, good work life balance and much more? Do you want to join a well established business, going from strength to strength in financial management as they grow and maintain their reputable and esteemed client base, placing value on their employees offering study support, company training and more great company benefits? On offer is a fantastic opportunity to join a respectable and growing wealth management company, focusing on providing exceptional services and looking to grow their expert team. With over 25 years of establishment, this company is leading the way in wealth and financial management for a range of clients, championing their employees by offering study support, health schemes, training and more. In this role you would be responsible for managing and leading the administration team and younger members of staff, working on general administrative tasks and assisting with paraplanning, ensuring financial plans are running smoothly. The ideal Financial Administrator would have come from a similar background, with experience in paraplanning looking for a supervisory role in financial management. The Role : Managing and assisting younger members of staff Assisting with paraplanning work General administrative checks and tasks The Person : Experience in IFA Administration, paraplanning or similar Part or fully qualified Local to Guildford Reference : 22635 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Dec 06, 2025
Full time
Financial Administrator (Paraplanning) Guildford 35,000 to 45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you an Financial Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career into a supervisory position with a growing and respected company, offering study support, company training, company pension, health scheme, good work life balance and much more? Do you want to join a well established business, going from strength to strength in financial management as they grow and maintain their reputable and esteemed client base, placing value on their employees offering study support, company training and more great company benefits? On offer is a fantastic opportunity to join a respectable and growing wealth management company, focusing on providing exceptional services and looking to grow their expert team. With over 25 years of establishment, this company is leading the way in wealth and financial management for a range of clients, championing their employees by offering study support, health schemes, training and more. In this role you would be responsible for managing and leading the administration team and younger members of staff, working on general administrative tasks and assisting with paraplanning, ensuring financial plans are running smoothly. The ideal Financial Administrator would have come from a similar background, with experience in paraplanning looking for a supervisory role in financial management. The Role : Managing and assisting younger members of staff Assisting with paraplanning work General administrative checks and tasks The Person : Experience in IFA Administration, paraplanning or similar Part or fully qualified Local to Guildford Reference : 22635 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
The Role A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients. This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You ll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage. Reporting to the Operations and Client Services Manager, you ll help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services. Key Responsibilities Provide administrative support to advisers and paraplanners across a range of financial planning activities. Maintain and update data within the firm s back-office systems. Prepare meeting packs, letters, valuations, and review reports. Liaise with clients and providers professionally by phone and email. Manage the adviser diary system and ensure meetings are well-prepared in advance. Submit new business through online portals and track progress to completion. Assist with compliance checks and ensure files meet FCA requirements. Keep internal processes and client documentation organised and accurate. Greet clients in person and ensure meeting rooms and documentation are ready. Support the continuous improvement of internal procedures and best practice. About You You ll be an experienced administrator with a background in financial services ideally within an IFA, wealth management, or financial planning environment. You ll take pride in accuracy, communication, and providing a high-quality service to clients and colleagues alike. Essential skills and experience: Proven experience in financial services administration. Excellent attention to detail and organisational ability. Strong written and verbal communication skills. Confident using Microsoft Office (Word, Excel, Outlook). Ability to manage multiple tasks and work to deadlines. Comfortable working both independently and as part of a close-knit team.
Dec 06, 2025
Full time
The Role A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients. This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You ll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage. Reporting to the Operations and Client Services Manager, you ll help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services. Key Responsibilities Provide administrative support to advisers and paraplanners across a range of financial planning activities. Maintain and update data within the firm s back-office systems. Prepare meeting packs, letters, valuations, and review reports. Liaise with clients and providers professionally by phone and email. Manage the adviser diary system and ensure meetings are well-prepared in advance. Submit new business through online portals and track progress to completion. Assist with compliance checks and ensure files meet FCA requirements. Keep internal processes and client documentation organised and accurate. Greet clients in person and ensure meeting rooms and documentation are ready. Support the continuous improvement of internal procedures and best practice. About You You ll be an experienced administrator with a background in financial services ideally within an IFA, wealth management, or financial planning environment. You ll take pride in accuracy, communication, and providing a high-quality service to clients and colleagues alike. Essential skills and experience: Proven experience in financial services administration. Excellent attention to detail and organisational ability. Strong written and verbal communication skills. Confident using Microsoft Office (Word, Excel, Outlook). Ability to manage multiple tasks and work to deadlines. Comfortable working both independently and as part of a close-knit team.
The Role An established and growing financial services business is seeking an experienced Operations and Client Services Manager to oversee administrative functions and ensure the smooth running of daily operations. This is a hands-on leadership role, responsible for managing workflow, maintaining client service standards, and supporting advisers and paraplanners in delivering an exceptional client experience. Key Responsibilities Manage day-to-day operational and client service activity within the business. Oversee and allocate workflow for the administrative team. Support advisers and paraplanners with all aspects of client administration and documentation. Maintain and enhance internal processes, templates, and systems. Lead, train, and mentor administrators to ensure high levels of performance and consistency. Prepare client review packs, valuations, and reports. Communicate with clients and product providers via phone and email in a professional manner. Ensure compliance with internal procedures and FCA requirements. Assist with strategic and ad-hoc projects as required. About You You ll be an experienced financial services administrator or operations professional who thrives in an organised, detail-driven role. You ll bring a proactive approach, confident leadership skills, and a genuine commitment to providing an excellent client experience. Essential skills and experience: Proven background in financial services administration (ideally within an IFA, wealth management, or financial planning environment). Experience in implementing and improving operational processes. Strong organisational and leadership skills. Excellent written and verbal communication. Confident using financial back-office systems and Microsoft Office. Ability to manage multiple priorities and work to deadlines.
Dec 06, 2025
Full time
The Role An established and growing financial services business is seeking an experienced Operations and Client Services Manager to oversee administrative functions and ensure the smooth running of daily operations. This is a hands-on leadership role, responsible for managing workflow, maintaining client service standards, and supporting advisers and paraplanners in delivering an exceptional client experience. Key Responsibilities Manage day-to-day operational and client service activity within the business. Oversee and allocate workflow for the administrative team. Support advisers and paraplanners with all aspects of client administration and documentation. Maintain and enhance internal processes, templates, and systems. Lead, train, and mentor administrators to ensure high levels of performance and consistency. Prepare client review packs, valuations, and reports. Communicate with clients and product providers via phone and email in a professional manner. Ensure compliance with internal procedures and FCA requirements. Assist with strategic and ad-hoc projects as required. About You You ll be an experienced financial services administrator or operations professional who thrives in an organised, detail-driven role. You ll bring a proactive approach, confident leadership skills, and a genuine commitment to providing an excellent client experience. Essential skills and experience: Proven background in financial services administration (ideally within an IFA, wealth management, or financial planning environment). Experience in implementing and improving operational processes. Strong organisational and leadership skills. Excellent written and verbal communication. Confident using financial back-office systems and Microsoft Office. Ability to manage multiple priorities and work to deadlines.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Dec 06, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup. Why this role You'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish. This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning. What's different Full office-based onboarding (4 months), then 3 days in / 2 from home Clear structure and ongoing support from experienced mentors A respected Partner Practice known for developing talent Genuine progression opportunities in a growing team Your role What you'll be doing: Helping prepare documents and reports for client meetings Updating client information and records on the CRM system Assisting advisers with new business and fund transfers Managing email correspondence and handling client queries Supporting the wider team with day-to-day admin tasks Learning how to process investments, pensions, and protection business What you'll need Strong attention to detail and good organisational skills Confident communicator who enjoys working with people Eager to learn and build a career in financial planning Basic IT skills (Microsoft Office, email, etc.) A positive, reliable attitude. Perks & lifestyle Hybrid working after initial training period 25+ days holiday plus bank holidays Full training and support with professional qualifications Friendly, collaborative team environment Modern London office with great transport links Sound like you? If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you. Hit apply or drop us a message in confidence to find out more.
Dec 06, 2025
Full time
Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup. Why this role You'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish. This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning. What's different Full office-based onboarding (4 months), then 3 days in / 2 from home Clear structure and ongoing support from experienced mentors A respected Partner Practice known for developing talent Genuine progression opportunities in a growing team Your role What you'll be doing: Helping prepare documents and reports for client meetings Updating client information and records on the CRM system Assisting advisers with new business and fund transfers Managing email correspondence and handling client queries Supporting the wider team with day-to-day admin tasks Learning how to process investments, pensions, and protection business What you'll need Strong attention to detail and good organisational skills Confident communicator who enjoys working with people Eager to learn and build a career in financial planning Basic IT skills (Microsoft Office, email, etc.) A positive, reliable attitude. Perks & lifestyle Hybrid working after initial training period 25+ days holiday plus bank holidays Full training and support with professional qualifications Friendly, collaborative team environment Modern London office with great transport links Sound like you? If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you. Hit apply or drop us a message in confidence to find out more.
Canada Life Group (UK) Ltd (The)
Potters Bar, Hertfordshire
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation. Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues. Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers. Job Summary The Unit Pricing & Asset Servicing Manager is responsible for leading the Unit Pricing and Asset Servicing teams. The teams provide effective, efficient and scalable Fund Administration services to the UK's insurance and investment businesses as well as other group companies and third party clients in respect to Assets Under Administration of c£35bn. Responsible for daily pricing of insured funds and quality of asset data including both valuation and qualitative data. The role will ensure the maintenance of a professional quality service in line with internal policies and external regulations that meet client expectations and industry view of Best Practice. Evidenced by timely publication of unit prices, high quality asset data, minimal business errors / losses as well as contributions to Continuous Process Improvement. What You'll Do Lead, manage and develop the Unit Pricing and Asset Servicing teams ensuring high quality, professional services are provided to all European insurance businesses (including third party clients), the wealth management business (UK and International) and the Investment Management businesses in London and Dublin. Leading the delivery of professional Fund Administration services in a controlled and timely manner. Oversee services to agreed standards (SLAs) and provide direction and guidance to motivated, team members which enables the department to grow in ability and technical depth that creates a culture of continuous improvement ensuring the control environment remains fit for purpose. This includes: Accurate daily unit prices of insured funds Timely set up of new assets and ensuring qualitative data remains complete and accurate for internal and external reporting (eg. SII QRT's) Ensuring source of asset prices remains appropriate considering both need for accuracy and also cost of data Accurate processing of income and corporate actions across all asset types and systems (i.e. both Platform and Insured Funds) Support effective risk management, creating a strong risk culture and operating in line with Canada Life's risk strategy, preferences, policies and processes to improve the certainty around achieving our business and customer objectives. Oversee process and control framework for populating European Data Repository with Investment data ensuring data quality targets are met in terms of timeliness, completeness and accuracy. Ensure external operational relationships such as with the Custodian, 3rd Party Administrators, Fund Managers and Data Vendors etc are appropriately managed and maintained. Build collaborative working relationships with other internal areas in order to develop and maintain service levels as required (eg. CLAM SFFS in Winnipeg). Devise appropriate Operational performance indicators (KPI's & KRI's) and Balanced Scorecard data and use such MI to drive results in terms of improved performance. Measures will not only help to improve service delivery and mitigate risk but should also include analysis that supports control and reduction of expenses. Provide technical expertise and oversee the management, training and development of teams and procedure notes keeping both up to date with regulatory, industry and internal requirements as appropriate. Manage the input into ICOFR, RCSA and Policy attestation for Unit Pricing & Asset Servicing in addition to internal and external audit requirements. Ensure change is managed effectively in the area including strategic change (eg. onboarding from acquisitions) and operational change (eg. New Funds) through appropriate change control processes. Oversee planning and implementing of changes in order to comply with regulations or enhance services. Who You Are Extensive Unit Pricing (including Fund Taxation) Investment Administration and Accounting experience, knowledge of European securities and pricing regulations and practices. Ability to manage a demanding operational area with multiple clients and stakeholders delivering accurate, high quality financial data each and every working day. Ability to Manage external business partnerships and maintain trusted internal customer relationships with agreed priorities and varied deliverables with valued European Clients. Ability to communicate complex issues to finance and non-finance staff and an ability to identify, advise and direct appropriate resource to implement practical operational solutions. Qualifications Professional accounting qualification ie CIMA /ACCA/ACA or qualified by experience Benefits of working at Canada Life We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that's regularly reviewed. As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development. How we work at Canada Life Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward. We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That's why we offer a range of training, flexible working and opportunities to grow and develop. Diversity and inclusion Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we're making in DEI, and we continue for it to be a significant focus. "At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all." Nick Harding, Chief People Officer, Canada Life UK We appreciate that everyone has different work and life responsibilities. We're happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you. JBRP1_UKTJ
Dec 06, 2025
Full time
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation. Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues. Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers. Job Summary The Unit Pricing & Asset Servicing Manager is responsible for leading the Unit Pricing and Asset Servicing teams. The teams provide effective, efficient and scalable Fund Administration services to the UK's insurance and investment businesses as well as other group companies and third party clients in respect to Assets Under Administration of c£35bn. Responsible for daily pricing of insured funds and quality of asset data including both valuation and qualitative data. The role will ensure the maintenance of a professional quality service in line with internal policies and external regulations that meet client expectations and industry view of Best Practice. Evidenced by timely publication of unit prices, high quality asset data, minimal business errors / losses as well as contributions to Continuous Process Improvement. What You'll Do Lead, manage and develop the Unit Pricing and Asset Servicing teams ensuring high quality, professional services are provided to all European insurance businesses (including third party clients), the wealth management business (UK and International) and the Investment Management businesses in London and Dublin. Leading the delivery of professional Fund Administration services in a controlled and timely manner. Oversee services to agreed standards (SLAs) and provide direction and guidance to motivated, team members which enables the department to grow in ability and technical depth that creates a culture of continuous improvement ensuring the control environment remains fit for purpose. This includes: Accurate daily unit prices of insured funds Timely set up of new assets and ensuring qualitative data remains complete and accurate for internal and external reporting (eg. SII QRT's) Ensuring source of asset prices remains appropriate considering both need for accuracy and also cost of data Accurate processing of income and corporate actions across all asset types and systems (i.e. both Platform and Insured Funds) Support effective risk management, creating a strong risk culture and operating in line with Canada Life's risk strategy, preferences, policies and processes to improve the certainty around achieving our business and customer objectives. Oversee process and control framework for populating European Data Repository with Investment data ensuring data quality targets are met in terms of timeliness, completeness and accuracy. Ensure external operational relationships such as with the Custodian, 3rd Party Administrators, Fund Managers and Data Vendors etc are appropriately managed and maintained. Build collaborative working relationships with other internal areas in order to develop and maintain service levels as required (eg. CLAM SFFS in Winnipeg). Devise appropriate Operational performance indicators (KPI's & KRI's) and Balanced Scorecard data and use such MI to drive results in terms of improved performance. Measures will not only help to improve service delivery and mitigate risk but should also include analysis that supports control and reduction of expenses. Provide technical expertise and oversee the management, training and development of teams and procedure notes keeping both up to date with regulatory, industry and internal requirements as appropriate. Manage the input into ICOFR, RCSA and Policy attestation for Unit Pricing & Asset Servicing in addition to internal and external audit requirements. Ensure change is managed effectively in the area including strategic change (eg. onboarding from acquisitions) and operational change (eg. New Funds) through appropriate change control processes. Oversee planning and implementing of changes in order to comply with regulations or enhance services. Who You Are Extensive Unit Pricing (including Fund Taxation) Investment Administration and Accounting experience, knowledge of European securities and pricing regulations and practices. Ability to manage a demanding operational area with multiple clients and stakeholders delivering accurate, high quality financial data each and every working day. Ability to Manage external business partnerships and maintain trusted internal customer relationships with agreed priorities and varied deliverables with valued European Clients. Ability to communicate complex issues to finance and non-finance staff and an ability to identify, advise and direct appropriate resource to implement practical operational solutions. Qualifications Professional accounting qualification ie CIMA /ACCA/ACA or qualified by experience Benefits of working at Canada Life We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that's regularly reviewed. As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development. How we work at Canada Life Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward. We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That's why we offer a range of training, flexible working and opportunities to grow and develop. Diversity and inclusion Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we're making in DEI, and we continue for it to be a significant focus. "At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all." Nick Harding, Chief People Officer, Canada Life UK We appreciate that everyone has different work and life responsibilities. We're happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you. JBRP1_UKTJ
Sewell Wallis are partnering with a global organisation based in Leeds, West Yorkshire to recruit an ACA/ACCA-qualified Financial Accountant with a Big 4 background. The ideal candidate will bring 2+ years of industry experience, with a solid grounding in month-end management reporting and statutory accounting. Previous experience within a global or group environment would be advantageous, though not essential. This is a broad and progressive Financial Accountant role offering the opportunity to develop your career, mentor others, and play a key part in ensuring the smooth day-to-day running of the Finance function. What will you be doing? Managing timely month- and year-end balance-sheet activities, ensuring accuracy across key accounts. Delivering clear monthly reporting, interpreting variances, and highlighting risks or improvement opportunities. Leading periodic balance-sheet revaluations and producing well-supported, accurate adjustments. Maintaining fixed-asset registers across multiple entities. Supporting the preparation of statutory accounts and acting as a point of contact for external auditors. Reconciling data with overseas ledgers, resolving discrepancies, and enhancing reporting integrity. Improving intercompany processes and maintaining an accurate intercompany matrix. What skills are we looking for? Big 4 training background ACA/ACCA-qualified accountant 2+ years of industry experience, ideally within the services sector Excellent communication and stakeholder-management skills Strong reconciliation abilities and exceptional attention to detail What's on offer? 60,000 salary Hybrid working arrangement Significant development opportunities, including project involvement Central Leeds location with excellent transport links Comprehensive large-company benefits Send us your CV below, or contact Inci Evcil for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Dec 06, 2025
Full time
Sewell Wallis are partnering with a global organisation based in Leeds, West Yorkshire to recruit an ACA/ACCA-qualified Financial Accountant with a Big 4 background. The ideal candidate will bring 2+ years of industry experience, with a solid grounding in month-end management reporting and statutory accounting. Previous experience within a global or group environment would be advantageous, though not essential. This is a broad and progressive Financial Accountant role offering the opportunity to develop your career, mentor others, and play a key part in ensuring the smooth day-to-day running of the Finance function. What will you be doing? Managing timely month- and year-end balance-sheet activities, ensuring accuracy across key accounts. Delivering clear monthly reporting, interpreting variances, and highlighting risks or improvement opportunities. Leading periodic balance-sheet revaluations and producing well-supported, accurate adjustments. Maintaining fixed-asset registers across multiple entities. Supporting the preparation of statutory accounts and acting as a point of contact for external auditors. Reconciling data with overseas ledgers, resolving discrepancies, and enhancing reporting integrity. Improving intercompany processes and maintaining an accurate intercompany matrix. What skills are we looking for? Big 4 training background ACA/ACCA-qualified accountant 2+ years of industry experience, ideally within the services sector Excellent communication and stakeholder-management skills Strong reconciliation abilities and exceptional attention to detail What's on offer? 60,000 salary Hybrid working arrangement Significant development opportunities, including project involvement Central Leeds location with excellent transport links Comprehensive large-company benefits Send us your CV below, or contact Inci Evcil for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
