Do you thrive on creating outstanding first impressions? Stop Stop Hang on . Yikes, that was close - we were about to create another boring job advert that reads like a shopping list produced by someone in the company who s utterly bored with their job, underpowered, or just has no idea how to communicate with you Sorry about that Right, let s start again. Forget everything you thought you knew about an accountancy firm. That stuffy old-fashioned way of working has no place over here. We do things differently - probably because we never intended to open a practice. We were successful property investors who were frustrated that the glossy we know best accounting firms actually knew very little about how accounting works in the property investment game. Honestly it was so frustrating - we tried to explain it, but they didn t get it. What we did next After some major blunders, enough was enough. Craig, our Founder and MD, hired his own in-house person, trained them well and suddenly things were working. But guess what? Other property investors friends started to ask us to do their accounts, and then their friends - everyone wanted our help. Before we knew it we had a ton of customers and had become the new go-to for bookkeeping, statutory annual accounts, compliance and tax for entrepreneurial property investors and developers. BTW - just in case you thought we got lucky, our Founder Craig knows his stuff - he s a qualified Chartered Accountant who trained with BDO (the 5th largest accounting firm in the world) before moving to London in 2006 to join Ernst & Young s real estate audit division, working with major clients including the developers of The Shard. He later led the UK accounts team at Drivers Jonas, overseeing the collection of several hundred million pounds annually across commercial properties nationwide. Following its acquisition by Deloitte and a subsequent role at Knight Frank, he left employment to focus full-time on growing his own property portfolio. That was 2017. Today, we are a busy practice with a great team, doing great things for our customers, and we want you to come and join us. Want to be part of a team that hires for personality and potential, and is obsessed with delivering an amazing customer experience? The Role at Glance: Client Services Assistant Reading - Onsite £24,000 - £30,000 DOE Plus Company Pension and Casual Dress Code Hours: Monday to Friday, 9am to 5.30pm. Where we are today Since 2017 the practice has continued to grow organically - through word of mouth and referrals. We don t advertise, our website is basic, and we don t even have a LinkedIn page - not yet anyway. But that doesn t slow us down. Today, we are a growing, tech-forward, paperless practice delivering clear, property-by-property financial insight, not just compliance. We combine a dedicated in-house team with specialist property tax advisors to ensure our clients receive accurate information, proactive guidance, and real peace of mind. We re boutique, focused, and proud of the relationships we build. Why This Role Matters: You will be the first voice, the first impression, and the first step in our clients journey with us. Most of our clients are beginner property investors. They are often nervous, unsure, and stepping into something new. Your role is to guide them confidently through onboarding, helping them feel supported, informed, and reassured from day one. This is not a transactional role. It is relationship-led and detail-driven. You ll ensure every new client experience reflects the high standards we pride ourselves on. What Makes Us Different: • We re not a traditional accounting firm. • We educate our clients, not just file their returns. • We focus on insight and clarity, not just compliance. • We use modern systems and paperless workflows. • We treat every team member as a valued contributor from day one. • We work hard, maintain professional standards, and genuinely enjoy what we do. What You ll Be Doing: • Welcoming and onboarding new clients with warmth and professionalism • Setting up client records accurately within our systems • Coordinating and chasing required documentation and information • Guiding clients through our education process so they understand the basics • Providing clear updates to clients and the accounts team • Supporting the wider team with ad hoc tasks as required • Ensuring a smooth and structured handover to the accountants once setup is complete You ll Be a Great Fit If You: • Communicate clearly, warmly, and professionally (both written and verbal) • Have a natural people-first approach with strong customer service skills • Are exceptionally organised and comfortable juggling multiple client setups • Have high attention to detail and spot the small things others miss • Are looking for a full-time, permanent role where you can grow Why Join Us? • Supportive Team Culture We collaborate, share knowledge, and celebrate wins together • Purpose-Driven Work We are trusted advisors and build meaningful client relationships • Professional but Friendly High standards, upbeat atmosphere • Modern & Tech-Forward Streamlined, paperless workflows • Client-Obsessed We go the extra mile, and our clients notice • Growing Firm Real opportunity to develop your skills and grow with us • Property Specialists Boutique focus serving property investors While we are an accounting firm, at our core we are a people business . We are interested in you , the person and not just a CV or a list of qualifications. If this sounds like you , organised, people-focused, detail-driven, and ready to make a real impact, we would love to hear from you . Apply today and take the first step towards joining a growing specialist firm where your contribution truly matters . Application notice We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
Mar 21, 2026
Full time
Do you thrive on creating outstanding first impressions? Stop Stop Hang on . Yikes, that was close - we were about to create another boring job advert that reads like a shopping list produced by someone in the company who s utterly bored with their job, underpowered, or just has no idea how to communicate with you Sorry about that Right, let s start again. Forget everything you thought you knew about an accountancy firm. That stuffy old-fashioned way of working has no place over here. We do things differently - probably because we never intended to open a practice. We were successful property investors who were frustrated that the glossy we know best accounting firms actually knew very little about how accounting works in the property investment game. Honestly it was so frustrating - we tried to explain it, but they didn t get it. What we did next After some major blunders, enough was enough. Craig, our Founder and MD, hired his own in-house person, trained them well and suddenly things were working. But guess what? Other property investors friends started to ask us to do their accounts, and then their friends - everyone wanted our help. Before we knew it we had a ton of customers and had become the new go-to for bookkeeping, statutory annual accounts, compliance and tax for entrepreneurial property investors and developers. BTW - just in case you thought we got lucky, our Founder Craig knows his stuff - he s a qualified Chartered Accountant who trained with BDO (the 5th largest accounting firm in the world) before moving to London in 2006 to join Ernst & Young s real estate audit division, working with major clients including the developers of The Shard. He later led the UK accounts team at Drivers Jonas, overseeing the collection of several hundred million pounds annually across commercial properties nationwide. Following its acquisition by Deloitte and a subsequent role at Knight Frank, he left employment to focus full-time on growing his own property portfolio. That was 2017. Today, we are a busy practice with a great team, doing great things for our customers, and we want you to come and join us. Want to be part of a team that hires for personality and potential, and is obsessed with delivering an amazing customer experience? The Role at Glance: Client Services Assistant Reading - Onsite £24,000 - £30,000 DOE Plus Company Pension and Casual Dress Code Hours: Monday to Friday, 9am to 5.30pm. Where we are today Since 2017 the practice has continued to grow organically - through word of mouth and referrals. We don t advertise, our website is basic, and we don t even have a LinkedIn page - not yet anyway. But that doesn t slow us down. Today, we are a growing, tech-forward, paperless practice delivering clear, property-by-property financial insight, not just compliance. We combine a dedicated in-house team with specialist property tax advisors to ensure our clients receive accurate information, proactive guidance, and real peace of mind. We re boutique, focused, and proud of the relationships we build. Why This Role Matters: You will be the first voice, the first impression, and the first step in our clients journey with us. Most of our clients are beginner property investors. They are often nervous, unsure, and stepping into something new. Your role is to guide them confidently through onboarding, helping them feel supported, informed, and reassured from day one. This is not a transactional role. It is relationship-led and detail-driven. You ll ensure every new client experience reflects the high standards we pride ourselves on. What Makes Us Different: • We re not a traditional accounting firm. • We educate our clients, not just file their returns. • We focus on insight and clarity, not just compliance. • We use modern systems and paperless workflows. • We treat every team member as a valued contributor from day one. • We work hard, maintain professional standards, and genuinely enjoy what we do. What You ll Be Doing: • Welcoming and onboarding new clients with warmth and professionalism • Setting up client records accurately within our systems • Coordinating and chasing required documentation and information • Guiding clients through our education process so they understand the basics • Providing clear updates to clients and the accounts team • Supporting the wider team with ad hoc tasks as required • Ensuring a smooth and structured handover to the accountants once setup is complete You ll Be a Great Fit If You: • Communicate clearly, warmly, and professionally (both written and verbal) • Have a natural people-first approach with strong customer service skills • Are exceptionally organised and comfortable juggling multiple client setups • Have high attention to detail and spot the small things others miss • Are looking for a full-time, permanent role where you can grow Why Join Us? • Supportive Team Culture We collaborate, share knowledge, and celebrate wins together • Purpose-Driven Work We are trusted advisors and build meaningful client relationships • Professional but Friendly High standards, upbeat atmosphere • Modern & Tech-Forward Streamlined, paperless workflows • Client-Obsessed We go the extra mile, and our clients notice • Growing Firm Real opportunity to develop your skills and grow with us • Property Specialists Boutique focus serving property investors While we are an accounting firm, at our core we are a people business . We are interested in you , the person and not just a CV or a list of qualifications. If this sounds like you , organised, people-focused, detail-driven, and ready to make a real impact, we would love to hear from you . Apply today and take the first step towards joining a growing specialist firm where your contribution truly matters . Application notice We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
Semi Senior Accounts Assistant Sterling Partners Manchester, M20 2DR Full-time, Permanent Up to £30,000 DOE Are you passionate about accountancy and looking for a role that supports your professional growth? Sterling Partners are a progressive firm of Chartered Accountants and Chartered Tax Advisers, who are seeking a dedicated Semi-Senior Accounts Assistant to join their vibrant Manchester team. About the Role As an Semi-Senior Accounts Assistant, you will: Prepare accounts for limited companies, sole traders, and partnerships, including tax computations and CT600 Handle VAT return preparation and management accounts Assist with self-assessment tax returns and audits Support and mentor junior staff while maintaining excellent client communication Key Responsibilities: Accounts preparation for various entities VAT returns and management accounts Self-assessment tax return preparation Audit assistance and junior staff support Who We re Looking For The ideal candidate will: Have prior experience in an accountancy practice or firm Be experienced in accounts preparation Be proactive, deadline-oriented, and an excellent team player Possess strong organisational and client communication skills Excellent skills in Microsoft Excel (Pivot Tables & VLOOKUPs), Microsoft Word and Outlook Proficient in IRIS, Xero and SAGE What We Offer Financial Support: Full AAT or ICAEW/ACCA training assistance Career Growth: Opportunities to progress in a thriving, expanding firm; long-service awards Supportive Environment : Collaborative, friendly team where your growth is encouraged Work-Life Balance : 21 days holiday plus bank holidays, team-building activities, social events, and 3 self-care days per year Convenient Location: Office in the heart of Didsbury near parks, shops, and cafés Perks: Free on-site parking, monthly team lunches, quarterly and annual team-building events Salary: Up to £30,000 per annum, depending on experience. Eligibility: Applicants must be authorised to work in the UK. Apply Today If you are ready to take your accountancy career to the next level and join a supportive, ambitious team, we want to hear from you! Other suitable skills and experience include , Accounts preparation, Management accounts, Audit assistance, Bookkeeping, Audit assistance/audit preparation, Financial reporting.
Mar 21, 2026
Full time
Semi Senior Accounts Assistant Sterling Partners Manchester, M20 2DR Full-time, Permanent Up to £30,000 DOE Are you passionate about accountancy and looking for a role that supports your professional growth? Sterling Partners are a progressive firm of Chartered Accountants and Chartered Tax Advisers, who are seeking a dedicated Semi-Senior Accounts Assistant to join their vibrant Manchester team. About the Role As an Semi-Senior Accounts Assistant, you will: Prepare accounts for limited companies, sole traders, and partnerships, including tax computations and CT600 Handle VAT return preparation and management accounts Assist with self-assessment tax returns and audits Support and mentor junior staff while maintaining excellent client communication Key Responsibilities: Accounts preparation for various entities VAT returns and management accounts Self-assessment tax return preparation Audit assistance and junior staff support Who We re Looking For The ideal candidate will: Have prior experience in an accountancy practice or firm Be experienced in accounts preparation Be proactive, deadline-oriented, and an excellent team player Possess strong organisational and client communication skills Excellent skills in Microsoft Excel (Pivot Tables & VLOOKUPs), Microsoft Word and Outlook Proficient in IRIS, Xero and SAGE What We Offer Financial Support: Full AAT or ICAEW/ACCA training assistance Career Growth: Opportunities to progress in a thriving, expanding firm; long-service awards Supportive Environment : Collaborative, friendly team where your growth is encouraged Work-Life Balance : 21 days holiday plus bank holidays, team-building activities, social events, and 3 self-care days per year Convenient Location: Office in the heart of Didsbury near parks, shops, and cafés Perks: Free on-site parking, monthly team lunches, quarterly and annual team-building events Salary: Up to £30,000 per annum, depending on experience. Eligibility: Applicants must be authorised to work in the UK. Apply Today If you are ready to take your accountancy career to the next level and join a supportive, ambitious team, we want to hear from you! Other suitable skills and experience include , Accounts preparation, Management accounts, Audit assistance, Bookkeeping, Audit assistance/audit preparation, Financial reporting.
Audit & Accounts Senior Hybrid and flexible working available An established and highly regarded independent firm of chartered accountants in Greater Manchester is looking to appoint an experienced Audit Senior to join its growing team. With over four decades of success, this firm has built an outstanding reputation for supporting owner managed businesses across the North West, spanning sectors such as manufacturing, professional services and beyond. Its longevity and low staff turnover reflect a genuine commitment to investing in people, nurturing long term careers and promoting from within. This role offers a balanced split between audit and accounts work, providing variety and strong technical exposure. It is available on a full time or part time basis, with hybrid and flexible working options to suit the right candidate. The role Reporting to a Senior Statutory Auditor, you will take responsibility for leading statutory audits from planning through to completion. You will work closely with the Responsible Individual to agree audit scope, timelines and approach, while supervising and supporting junior team members. Audits are delivered both remotely and on site, with some local travel required. Key responsibilities include Managing audits from planning to finalisation Leading on site audit assignments and coordinating team members effectively Reviewing the work of junior staff and ensuring quality and compliance with auditing standards Identifying risk areas and resolving issues proactively Liaising with clients to ensure deadlines are met and expectations managed Preparing and collating statutory financial statements for review Ensuring audit files are complete and compliant with best practice and regulatory requirements About you ACA or ACCA qualified or part qualified At least three years experience in a senior external audit role within practice Confident leading audits and supervising junior staff Familiar with automated sampling techniques Experience using CCH accounts preparation software and CRONER Commercially aware, organised and able to manage multiple assignments What is on offer Competitive salary dependent on experience Hybrid working between home and a modern East Manchester office Flexible working hours Full time or part time opportunity Structured training and ongoing professional development 25 days holiday after two years service plus bank holidays Cycle to work scheme Free parking Additional benefits negotiable This is an excellent opportunity for an ambitious Audit Senior seeking a supportive and progressive firm where your contribution is recognised and your development genuinely matters. If you are looking for flexibility, quality clients and long term career progression within a respected regional practice, this role offers the ideal next step.
Mar 20, 2026
Full time
Audit & Accounts Senior Hybrid and flexible working available An established and highly regarded independent firm of chartered accountants in Greater Manchester is looking to appoint an experienced Audit Senior to join its growing team. With over four decades of success, this firm has built an outstanding reputation for supporting owner managed businesses across the North West, spanning sectors such as manufacturing, professional services and beyond. Its longevity and low staff turnover reflect a genuine commitment to investing in people, nurturing long term careers and promoting from within. This role offers a balanced split between audit and accounts work, providing variety and strong technical exposure. It is available on a full time or part time basis, with hybrid and flexible working options to suit the right candidate. The role Reporting to a Senior Statutory Auditor, you will take responsibility for leading statutory audits from planning through to completion. You will work closely with the Responsible Individual to agree audit scope, timelines and approach, while supervising and supporting junior team members. Audits are delivered both remotely and on site, with some local travel required. Key responsibilities include Managing audits from planning to finalisation Leading on site audit assignments and coordinating team members effectively Reviewing the work of junior staff and ensuring quality and compliance with auditing standards Identifying risk areas and resolving issues proactively Liaising with clients to ensure deadlines are met and expectations managed Preparing and collating statutory financial statements for review Ensuring audit files are complete and compliant with best practice and regulatory requirements About you ACA or ACCA qualified or part qualified At least three years experience in a senior external audit role within practice Confident leading audits and supervising junior staff Familiar with automated sampling techniques Experience using CCH accounts preparation software and CRONER Commercially aware, organised and able to manage multiple assignments What is on offer Competitive salary dependent on experience Hybrid working between home and a modern East Manchester office Flexible working hours Full time or part time opportunity Structured training and ongoing professional development 25 days holiday after two years service plus bank holidays Cycle to work scheme Free parking Additional benefits negotiable This is an excellent opportunity for an ambitious Audit Senior seeking a supportive and progressive firm where your contribution is recognised and your development genuinely matters. If you are looking for flexibility, quality clients and long term career progression within a respected regional practice, this role offers the ideal next step.
A leading, highly successful and growing firm of Top 15 chartered accountants based in Maidstone is searching for a Corporate Tax Manager to join their team. Our client is offering a fantastic career opportunity for an experienced Corporate Tax Manager who is looking to be part of a market leading regional Top 15 chartered accountancy practice. You will be responsible for: Preparing and submitting accurate and technically correct corporation tax computations and returns ranging from owner management business to large groups that include UK branches. Reviewing tax computations prepared by the audit and accounts team prior to submission to HMRC Sending out computations and returns for client approval, and ensuring they are submitted on time Prepare and communicate quarterly instalments to clients Oversee the CT61 return process quarterly Ensuring client queries are responded to efficiently and supporting the audit and accounting team with their technical queries Ensure files are of an appropriate standard for QCR purposes Liaising with HMRC regarding corporate tax compliance checks including drafting HMRC responses to enquiries Oversee certificate of residence applications and ensure that treaty claims are correctly completed and authorised by HMRC Assist fellow team members and partners with tax advisory projects including EIS and SEIS advance assurance applications, HMRC clearance applications and share schemes such as the Enterprise Management Scheme Maintaining up to date technical knowledge and being responsible for your personal development Requirements You will ideally be ACA/CTA qualified having experience of Corporate Tax compliance services in a medium size practice Broad experience of managing the financials on clients, and adjusting the approach to compliance work depending on the budget Significant experience of overseeing a client compliance cycle and ensuring deadlines are met on a timely basis Some experience of identifying opportunities for business development on tax clients and across other service lines High level of management/supervision skills Benefits A highly competitive salary, ( 60,000- 75,000) dependent on experience and background, negotiable. Plus a competitive benefits package and excellent progression. Please apply for the vacancy or contact Tristan Finch via telephone, our website or LinkedIn for a confidential conversation. (phone number removed) (url removed)
Mar 20, 2026
Full time
A leading, highly successful and growing firm of Top 15 chartered accountants based in Maidstone is searching for a Corporate Tax Manager to join their team. Our client is offering a fantastic career opportunity for an experienced Corporate Tax Manager who is looking to be part of a market leading regional Top 15 chartered accountancy practice. You will be responsible for: Preparing and submitting accurate and technically correct corporation tax computations and returns ranging from owner management business to large groups that include UK branches. Reviewing tax computations prepared by the audit and accounts team prior to submission to HMRC Sending out computations and returns for client approval, and ensuring they are submitted on time Prepare and communicate quarterly instalments to clients Oversee the CT61 return process quarterly Ensuring client queries are responded to efficiently and supporting the audit and accounting team with their technical queries Ensure files are of an appropriate standard for QCR purposes Liaising with HMRC regarding corporate tax compliance checks including drafting HMRC responses to enquiries Oversee certificate of residence applications and ensure that treaty claims are correctly completed and authorised by HMRC Assist fellow team members and partners with tax advisory projects including EIS and SEIS advance assurance applications, HMRC clearance applications and share schemes such as the Enterprise Management Scheme Maintaining up to date technical knowledge and being responsible for your personal development Requirements You will ideally be ACA/CTA qualified having experience of Corporate Tax compliance services in a medium size practice Broad experience of managing the financials on clients, and adjusting the approach to compliance work depending on the budget Significant experience of overseeing a client compliance cycle and ensuring deadlines are met on a timely basis Some experience of identifying opportunities for business development on tax clients and across other service lines High level of management/supervision skills Benefits A highly competitive salary, ( 60,000- 75,000) dependent on experience and background, negotiable. Plus a competitive benefits package and excellent progression. Please apply for the vacancy or contact Tristan Finch via telephone, our website or LinkedIn for a confidential conversation. (phone number removed) (url removed)
Financial Adviser - HNW Clients Whole of Market Culture-Led Firm This independent, values-driven wealth management firm specialises in acquiring IFA practices from retiring advisers to ensure continuity and care for clients. With over £500 million in assets under management, the business has built a strong reputation for ethical advice, long-term client relationships, and a supportive internal culture. Rather than focusing on aggressive marketing, this firm grows organically through referrals and trust, offering a collaborative team environment where integrity comes first. This is a rare opportunity for a Financial Adviser to take over a fully serviced book of 75-90 high-net-worth client households, many with portfolios exceeding £1M. The adviser will focus on building trust and delivering exceptional service, supported by a full paraplanning and administrative team. Salary up to £70,000 + Bonus & hybrid working model This role suits an experienced Independent Financial Adviser (IFA) who thrives in a culture-led, whole-of-market firm where client care is prioritised over sales targets. Responsibilities Seamlessly take over and manage a ready-made client book acquired through retirement-led business succession Deliver holistic financial planning and advice to high-net-worth clients across pensions, investments, tax planning, and estate strategies Build trusted, long-term relationships with clients by focusing on ethical, goals-based financial planning Collaborate with paraplanners, administrators, compliance teams, and external professionals such as solicitors and accountants Contribute to the team culture by working closely within a pod of advisers and support staff Key Highlights of the Opportunity Join a Whole of Market Wealth Management firm with access to unrestricted product choice Step into an existing book of 75-90 HNW client households-no cold calling or lead chasing Enjoy full back-office support, allowing more time for client-facing activity and strategic planning Deliver advice to clients with complex financial needs, typically with assets over £1M Work in a hybrid model, blending the flexibility of home working with the community of a team-led office Progress your career in an environment that values integrity, collaboration, and outcomes over sales metrics Earn bonuses up to £20,000 annually, in addition to a competitive base salary and transparent fee-split model Ideal for advisers looking to grow their own client book over time, supported by continuous firm-led acquisitions Requirements Experience as a Financial Adviser or Financial Planner Experience working with HNW clients, managing complex financial scenarios Level 4 Diploma in Financial Planning (CII, LIBF or equivalent); Chartered status beneficial but not essential Strong interpersonal skills and a proven ability to build long-lasting client relationships A collaborative, team-oriented approach and respect for operational teams Familiarity with cashflow modelling software
Mar 20, 2026
Full time
Financial Adviser - HNW Clients Whole of Market Culture-Led Firm This independent, values-driven wealth management firm specialises in acquiring IFA practices from retiring advisers to ensure continuity and care for clients. With over £500 million in assets under management, the business has built a strong reputation for ethical advice, long-term client relationships, and a supportive internal culture. Rather than focusing on aggressive marketing, this firm grows organically through referrals and trust, offering a collaborative team environment where integrity comes first. This is a rare opportunity for a Financial Adviser to take over a fully serviced book of 75-90 high-net-worth client households, many with portfolios exceeding £1M. The adviser will focus on building trust and delivering exceptional service, supported by a full paraplanning and administrative team. Salary up to £70,000 + Bonus & hybrid working model This role suits an experienced Independent Financial Adviser (IFA) who thrives in a culture-led, whole-of-market firm where client care is prioritised over sales targets. Responsibilities Seamlessly take over and manage a ready-made client book acquired through retirement-led business succession Deliver holistic financial planning and advice to high-net-worth clients across pensions, investments, tax planning, and estate strategies Build trusted, long-term relationships with clients by focusing on ethical, goals-based financial planning Collaborate with paraplanners, administrators, compliance teams, and external professionals such as solicitors and accountants Contribute to the team culture by working closely within a pod of advisers and support staff Key Highlights of the Opportunity Join a Whole of Market Wealth Management firm with access to unrestricted product choice Step into an existing book of 75-90 HNW client households-no cold calling or lead chasing Enjoy full back-office support, allowing more time for client-facing activity and strategic planning Deliver advice to clients with complex financial needs, typically with assets over £1M Work in a hybrid model, blending the flexibility of home working with the community of a team-led office Progress your career in an environment that values integrity, collaboration, and outcomes over sales metrics Earn bonuses up to £20,000 annually, in addition to a competitive base salary and transparent fee-split model Ideal for advisers looking to grow their own client book over time, supported by continuous firm-led acquisitions Requirements Experience as a Financial Adviser or Financial Planner Experience working with HNW clients, managing complex financial scenarios Level 4 Diploma in Financial Planning (CII, LIBF or equivalent); Chartered status beneficial but not essential Strong interpersonal skills and a proven ability to build long-lasting client relationships A collaborative, team-oriented approach and respect for operational teams Familiarity with cashflow modelling software
A firm of Chartered Accountants is looking to appoint an Agricultural Accounting Specialist to join their established team. This is an exciting opportunity for an experienced accountant with a passion for the rural and farming sector to take ownership of their own client portfolio, with significant autonomy and responsibility from day one click apply for full job details
Mar 20, 2026
Full time
A firm of Chartered Accountants is looking to appoint an Agricultural Accounting Specialist to join their established team. This is an exciting opportunity for an experienced accountant with a passion for the rural and farming sector to take ownership of their own client portfolio, with significant autonomy and responsibility from day one click apply for full job details
Property Portfolio Surveyor Location: Heathrow Salary: £60,000 - £90,000 per annum + Car Allowance Recruitment Partner: Time Recruitment Time Recruitment is proud to be working in partnership with a leading organisation within the UK commercial property sector. We are seeking an experienced Portfolio Manager to join their established Portfolio Management team, supporting a diverse and substantial commercial property portfolio exceeding 7 million sq ft. This is an excellent opportunity for a skilled property professional who thrives in a collaborative environment, enjoys negotiation, and has a strong eye for detail. The Role As a Portfolio Manager, you will take responsibility for the effective management of a designated portfolio of commercial properties. Working closely with internal teams and external stakeholders, you will ensure the delivery of a high-quality, professional service to occupying clients. Key Responsibilities - Manage all professional property matters within your allocated portfolio, including renewals, rent reviews, lease breaks, assignments, and sub-lettings. - Act as the principal point of contact for occupying clients, delivering a consistently high standard of service. - Conduct regular and detailed property inspections, working closely with the Facilities Manager. - Oversee financial control of service charges, collaborating with Property Accountants and Facilities Managers on budget setting and annual reconciliations. - Undertake light building surveying duties and demonstrate a solid understanding of facilities management. - Work alongside the rating team on business rates matters. - Provide guidance and support to Building Managers within your portfolio. - Ensure full compliance with Health & Safety and all statutory requirements. Experience & Qualifications - Several years' experience in commercial property management. - Preferably a qualified Chartered Surveyor (MRICS or equivalent). - Strong leadership capabilities and proven customer service experience. - Excellent communication, negotiation, and organisational skills. Working Hours Monday to Friday, 9:00am - 5:30pm If you're an experienced property professional looking to take the next step in your career, Time Recruitment would love to hear from you. This is a fantastic opportunity to join a respected organisation and play a key role in managing a significant commercial property portfolio.
Mar 20, 2026
Full time
Property Portfolio Surveyor Location: Heathrow Salary: £60,000 - £90,000 per annum + Car Allowance Recruitment Partner: Time Recruitment Time Recruitment is proud to be working in partnership with a leading organisation within the UK commercial property sector. We are seeking an experienced Portfolio Manager to join their established Portfolio Management team, supporting a diverse and substantial commercial property portfolio exceeding 7 million sq ft. This is an excellent opportunity for a skilled property professional who thrives in a collaborative environment, enjoys negotiation, and has a strong eye for detail. The Role As a Portfolio Manager, you will take responsibility for the effective management of a designated portfolio of commercial properties. Working closely with internal teams and external stakeholders, you will ensure the delivery of a high-quality, professional service to occupying clients. Key Responsibilities - Manage all professional property matters within your allocated portfolio, including renewals, rent reviews, lease breaks, assignments, and sub-lettings. - Act as the principal point of contact for occupying clients, delivering a consistently high standard of service. - Conduct regular and detailed property inspections, working closely with the Facilities Manager. - Oversee financial control of service charges, collaborating with Property Accountants and Facilities Managers on budget setting and annual reconciliations. - Undertake light building surveying duties and demonstrate a solid understanding of facilities management. - Work alongside the rating team on business rates matters. - Provide guidance and support to Building Managers within your portfolio. - Ensure full compliance with Health & Safety and all statutory requirements. Experience & Qualifications - Several years' experience in commercial property management. - Preferably a qualified Chartered Surveyor (MRICS or equivalent). - Strong leadership capabilities and proven customer service experience. - Excellent communication, negotiation, and organisational skills. Working Hours Monday to Friday, 9:00am - 5:30pm If you're an experienced property professional looking to take the next step in your career, Time Recruitment would love to hear from you. This is a fantastic opportunity to join a respected organisation and play a key role in managing a significant commercial property portfolio.
Your new company Join a dynamic finance team that sits at the heart of group reporting and decision-making. You'll work alongside seasoned professionals who value accuracy, collaboration and continuous improvement. Sustainability and health and safety are woven into the culture, so your insights help shape a safe, environmentally aware workplace. Your new role As Newly Qualified Accountant reporting to the Group Financial Controller, you will: Prepare and review monthly management accounts, ensuring accuracy and timeliness Own balance sheet reconciliations and maintain the integrity of financial data Draft statutory financial statements in line with accounting standards Manage the audit process as liaison with external auditors Prepare and file VAT, Corporation Tax and other returns, ensuring full compliance Support budgeting and forecasting cycles alongside budget holders Deliver financial analysis and business insights to inform strategic decisions Develop, improve and document financial processes and internal controls Lead or support projects such as ERP implementations, acquisitions or automation initiatives Carry out other reasonable duties as required by the business Raise HSE concerns and contribute to a safe, environmentally friendly workspace What you'll need to succeed Qualified Chartered Accountant (ACA or ACCA or CIMA) Newly qualified training from a top-tier accounting firm or equivalent industry experience Strong technical accounting knowledge and understanding of financial reporting standards Excellent analytical, problem-solving and attention-to-detail skills Proficiency in Excel and familiarity with ERP systems and reporting tools Commercial acumen and ability to challenge and support operational teams Self-starter with a continuous improvement mindset and strong organisational skills Outstanding communication, interpersonal skills and ability to build collaborative relationships Agile approach, open to new challenges, and able to work both independently and in a team Prepared to travel when necessary and right to work in the UK Desirable: Sector experience in manufacturing Exposure to group reporting and UK/Irish tax legislation Project or change management experience Full driving licence with access to a car What you'll get in return Competitive salary and performance-related bonus Comprehensive professional development and study-support package Hybrid working model with flexible hours Opportunity to lead high-impact finance projects and cross-functional initiatives A supportive culture that prioritises well-being, safety and environmental responsibility If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist 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 hays.co.uk
Mar 20, 2026
Full time
Your new company Join a dynamic finance team that sits at the heart of group reporting and decision-making. You'll work alongside seasoned professionals who value accuracy, collaboration and continuous improvement. Sustainability and health and safety are woven into the culture, so your insights help shape a safe, environmentally aware workplace. Your new role As Newly Qualified Accountant reporting to the Group Financial Controller, you will: Prepare and review monthly management accounts, ensuring accuracy and timeliness Own balance sheet reconciliations and maintain the integrity of financial data Draft statutory financial statements in line with accounting standards Manage the audit process as liaison with external auditors Prepare and file VAT, Corporation Tax and other returns, ensuring full compliance Support budgeting and forecasting cycles alongside budget holders Deliver financial analysis and business insights to inform strategic decisions Develop, improve and document financial processes and internal controls Lead or support projects such as ERP implementations, acquisitions or automation initiatives Carry out other reasonable duties as required by the business Raise HSE concerns and contribute to a safe, environmentally friendly workspace What you'll need to succeed Qualified Chartered Accountant (ACA or ACCA or CIMA) Newly qualified training from a top-tier accounting firm or equivalent industry experience Strong technical accounting knowledge and understanding of financial reporting standards Excellent analytical, problem-solving and attention-to-detail skills Proficiency in Excel and familiarity with ERP systems and reporting tools Commercial acumen and ability to challenge and support operational teams Self-starter with a continuous improvement mindset and strong organisational skills Outstanding communication, interpersonal skills and ability to build collaborative relationships Agile approach, open to new challenges, and able to work both independently and in a team Prepared to travel when necessary and right to work in the UK Desirable: Sector experience in manufacturing Exposure to group reporting and UK/Irish tax legislation Project or change management experience Full driving licence with access to a car What you'll get in return Competitive salary and performance-related bonus Comprehensive professional development and study-support package Hybrid working model with flexible hours Opportunity to lead high-impact finance projects and cross-functional initiatives A supportive culture that prioritises well-being, safety and environmental responsibility If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist 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 hays.co.uk
Tax Specialists Taylor Rose Recruitment have been instructed on a Corporate Tax Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Birmingham. Ideal for a CTA/ ACA Qualified Corporate Tax professional who enjoys client facing work looking for the next step up in their career towards becoming Tax Director. Working with an impressive corporate client portfolio (UK
Mar 20, 2026
Full time
Tax Specialists Taylor Rose Recruitment have been instructed on a Corporate Tax Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Birmingham. Ideal for a CTA/ ACA Qualified Corporate Tax professional who enjoys client facing work looking for the next step up in their career towards becoming Tax Director. Working with an impressive corporate client portfolio (UK
One of the Norths leading firms of chartered accountants and business advisors, offering an extensive range of corporate, personal and specialist services, and employing c.1,000 staff, is seeking to recruit Audit Seniors and Assistant Managers to manage the day-to-day execution of a variety of Audit work. Supporting the Audit Manager, raising issues and concerns at an early stage, training Assista click apply for full job details
Mar 20, 2026
Full time
One of the Norths leading firms of chartered accountants and business advisors, offering an extensive range of corporate, personal and specialist services, and employing c.1,000 staff, is seeking to recruit Audit Seniors and Assistant Managers to manage the day-to-day execution of a variety of Audit work. Supporting the Audit Manager, raising issues and concerns at an early stage, training Assista click apply for full job details
Connect Appointments is recruiting an experienced Tax Accountant to join an established accountancy practice based in Falkirk. Our client is a well-regarded practice offering a professional working environment and a varied tax portfolio. What's on offer? Full-time permanent position, 35 hours per week 35,000 to 40,000 per annum dependent on experience As a Tax Accountant, your duties will include: Preparing and submitting self-assessment and corporation tax returns Managing capital gains tax, VAT and P11D schedules Handling HMRC investigations including face to face meetings Managing a portfolio of tax clients independently and to deadline Dealing with simple trust returns where required The ideal Tax Accountant will have: A minimum of 3 years' experience managing a tax client portfolio in a UK chartered accountancy environment ICAS, ACCA or CTA qualification - part qualified AAT or CA candidates with relevant experience will also be considered Confidence across a broad range of tax disciplines including self-assessment, corporation tax and capital gains Tax protection experience Strong communication skills and the ability to manage client relationships effectively Interested? Contact Diane on (phone number removed) or apply now by uploading your CV. CAGRA
Mar 20, 2026
Full time
Connect Appointments is recruiting an experienced Tax Accountant to join an established accountancy practice based in Falkirk. Our client is a well-regarded practice offering a professional working environment and a varied tax portfolio. What's on offer? Full-time permanent position, 35 hours per week 35,000 to 40,000 per annum dependent on experience As a Tax Accountant, your duties will include: Preparing and submitting self-assessment and corporation tax returns Managing capital gains tax, VAT and P11D schedules Handling HMRC investigations including face to face meetings Managing a portfolio of tax clients independently and to deadline Dealing with simple trust returns where required The ideal Tax Accountant will have: A minimum of 3 years' experience managing a tax client portfolio in a UK chartered accountancy environment ICAS, ACCA or CTA qualification - part qualified AAT or CA candidates with relevant experience will also be considered Confidence across a broad range of tax disciplines including self-assessment, corporation tax and capital gains Tax protection experience Strong communication skills and the ability to manage client relationships effectively Interested? Contact Diane on (phone number removed) or apply now by uploading your CV. CAGRA
Tax Specialists Taylor Rose Recruitment have been instructed on a Corporate Tax Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Birmingham. Ideal for a CTA/ ACA Qualified Corporate Tax professional who enjoys client facing work looking for the next step up in their career towards becoming Tax Director. Working with an impressive corporate client portfolio (UK
Mar 20, 2026
Full time
Tax Specialists Taylor Rose Recruitment have been instructed on a Corporate Tax Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Birmingham. Ideal for a CTA/ ACA Qualified Corporate Tax professional who enjoys client facing work looking for the next step up in their career towards becoming Tax Director. Working with an impressive corporate client portfolio (UK
One of the Norths leading firms of chartered accountants and business advisors, offering an extensive range of corporate, personal and specialist tax services and employing c.1,000 staff, is seeking to recruit Tax Managers and Senior Managers to provide tailored tax advisory and compliance services in one of a range of specialisms Corporate Tax, Private Client Tax, Transaction Tax, Innovation Tax click apply for full job details
Mar 20, 2026
Full time
One of the Norths leading firms of chartered accountants and business advisors, offering an extensive range of corporate, personal and specialist tax services and employing c.1,000 staff, is seeking to recruit Tax Managers and Senior Managers to provide tailored tax advisory and compliance services in one of a range of specialisms Corporate Tax, Private Client Tax, Transaction Tax, Innovation Tax click apply for full job details
We are working with an independent firm of Chartered Accountants in Bradford seeking an individual with tax and trust accounts experience to join their busy trust and estates team. This role can be fulfilled on a part time, flexible hours or full time basis. Working directly with the trust partner, you will be responsible for a portfolio of trust clients which have a variety of assets including p click apply for full job details
Mar 20, 2026
Full time
We are working with an independent firm of Chartered Accountants in Bradford seeking an individual with tax and trust accounts experience to join their busy trust and estates team. This role can be fulfilled on a part time, flexible hours or full time basis. Working directly with the trust partner, you will be responsible for a portfolio of trust clients which have a variety of assets including p click apply for full job details
Audit & Accounts Senior Manager / Associate Director - Leatherhead, Surrey £75,000 - £85,000 + Benefits Hybrid and Flexible Working Are you a qualified accountant looking for a senior leadership role with a clear route to Director? This is a newly created opportunity with a forward-thinking firm of Chartered Accountants based along the A3 corridor in Leatherhead. The firm is modern, independent, and fast-growing, offering you the chance to work with an impressive client base, take on real responsibility, and progress to Director within 1-3 years. The Firm: An independent and growing practice with a modern, inclusive culture. Based in Leatherhead with easy access from Guildford, Epsom, Woking, and surrounding areas. Full-service firm offering audit, accounts, tax, and outsourced services. A training firm for ACA and ACCA students with an excellent support structure. The Role - Key Responsibilities: Client-facing senior position managing a diverse portfolio of SMEs, groups, LLPs, and charities. Review and preparation of statutory accounts under FRS102. Oversee audit assignments from planning through to completion. Deliver advisory and business support services to privately owned businesses. Support and mentor junior team members and active studiers. Collaborate closely with the Partners to deliver quality client service and drive growth. Play a key part in the strategic development of the firm as a future Director. What we are looking for: ACA or ACCA-qualified accountant with strong technical experience in audit and accounts. Proven ability to lead teams and develop client relationships. Ambition to obtain your Practising Certificate and RI status. Interest in building your career as a general practitioner. Comfortable working with cloud-based systems (Xero preferred). What's in it for you? Collaborative, people-first culture with an excellent package Salary in the region of £75,000 - £85,000 depending on experience. Hybrid working, car parking, and flexible working practices. Genuine opportunity for rapid progression to Director level. Next Steps Apply now for this Audit & Accounts Senior Manager / Associate Director role, and we will aim to respond to all suitable applicants within 48 hours. For a confidential conversation, please get in touch to arrange a good time to chat. About Fletcher George Fletcher George is a Leatherhead-based financial recruiter. We are committed to building diverse and inclusive workplaces and welcome applications from all qualified candidates. We act as an employment agency for this role. Referral Scheme Refer a friend or colleague and receive up to £500 in Amazon or John Lewis vouchers when we place them. Visit our website for full details.
Mar 20, 2026
Full time
Audit & Accounts Senior Manager / Associate Director - Leatherhead, Surrey £75,000 - £85,000 + Benefits Hybrid and Flexible Working Are you a qualified accountant looking for a senior leadership role with a clear route to Director? This is a newly created opportunity with a forward-thinking firm of Chartered Accountants based along the A3 corridor in Leatherhead. The firm is modern, independent, and fast-growing, offering you the chance to work with an impressive client base, take on real responsibility, and progress to Director within 1-3 years. The Firm: An independent and growing practice with a modern, inclusive culture. Based in Leatherhead with easy access from Guildford, Epsom, Woking, and surrounding areas. Full-service firm offering audit, accounts, tax, and outsourced services. A training firm for ACA and ACCA students with an excellent support structure. The Role - Key Responsibilities: Client-facing senior position managing a diverse portfolio of SMEs, groups, LLPs, and charities. Review and preparation of statutory accounts under FRS102. Oversee audit assignments from planning through to completion. Deliver advisory and business support services to privately owned businesses. Support and mentor junior team members and active studiers. Collaborate closely with the Partners to deliver quality client service and drive growth. Play a key part in the strategic development of the firm as a future Director. What we are looking for: ACA or ACCA-qualified accountant with strong technical experience in audit and accounts. Proven ability to lead teams and develop client relationships. Ambition to obtain your Practising Certificate and RI status. Interest in building your career as a general practitioner. Comfortable working with cloud-based systems (Xero preferred). What's in it for you? Collaborative, people-first culture with an excellent package Salary in the region of £75,000 - £85,000 depending on experience. Hybrid working, car parking, and flexible working practices. Genuine opportunity for rapid progression to Director level. Next Steps Apply now for this Audit & Accounts Senior Manager / Associate Director role, and we will aim to respond to all suitable applicants within 48 hours. For a confidential conversation, please get in touch to arrange a good time to chat. About Fletcher George Fletcher George is a Leatherhead-based financial recruiter. We are committed to building diverse and inclusive workplaces and welcome applications from all qualified candidates. We act as an employment agency for this role. Referral Scheme Refer a friend or colleague and receive up to £500 in Amazon or John Lewis vouchers when we place them. Visit our website for full details.
About Kind Wealth Kind Wealth exists to deliver financial advice that is thoughtful, transparent, and built around long-term relationships. We are building a community of professionals who care about outcomes, ethics and doing the right thing for clients. Our advisers are supported by strong governance, modern systems and a culture that values professional judgement over short-term transactions. This is advice done properly! The Role A Financial Adviser at Kind Wealth provides professional, holistic financial advice to help clients achieve their long-term financial goals. This includes areas such as investment planning, retirement planning, tax efficiency, estate planning and protection, with an informed understanding of mortgage considerations where relevant. The role requires a strong understanding of financial markets, regulatory requirements and the ability to develop tailored strategies that meet each client s individual circumstances. Advisers are expected to deliver advice that is thoughtful, compliant and built around long-term relationships, aligned to regulatory best practice and Kind Wealth s internal standards of advice excellence. Whilst self-generation of business is always encouraged, advisers will also be responsible for effectively converting high-quality client opportunities generated through Kind Wealth s partnerships and affinity introducer network. This role suits professionals who value strong governance, client outcomes and the opportunity to build a sustainable, long-term client bank. Key Responsibilities Client Advisory and Financial Planning: Assess clients financial situations, objectives, risk tolerance, and long-term goals. Develop bespoke financial plans and investment strategies tailored to individual client needs. Provide recommendations on pensions, investments, insurance, estate planning, and tax-efficient strategies. Advise business owners on wealth accumulation, business sale planning, and retirement planning. Assist clients in managing inheritance tax liabilities and structuring assets efficiently. Regulatory Compliance & Ethics Adhere to UK financial regulations, including FCA (Financial Conduct Authority) guidelines. Conduct suitability assessments to ensure financial recommendations align with client needs and risk profiles. Maintain accurate records of client interactions, advice provided, and compliance documentation. Stay updated with financial regulations and ensure compliance with industry standards and best practices. Ensure that our CRM system is always kept up to date and accurate so that the company can comply with our legal requirements to our introducers on reporting requirements and also comply with our regulatory requirements. Relationship Management & Client Servicing Build and maintain strong client relationships through regular reviews and proactive communication. Monitor and adjust financial plans to reflect changes in clients circumstances, market conditions, and regulatory updates. Educate clients on financial matters, investment options, and tax-efficient strategies. Provide ongoing support and advisory services to ensure client satisfaction and long-term financial success. Business Development & Networking Assist in the execution of the company s business development plan Identify and engage with potential clients through networking, referrals, and strategic partnerships. Develop marketing and outreach strategies to attract high-net-worth individuals and business owners. Maintain a strong professional presence within the financial industry and attend relevant events, conferences, and networking opportunities. Collaborate with accountants, solicitors, and other professionals to provide comprehensive financial solutions for clients. Managing collaboration Responsible for facilitating weekly sync meetings with their advice team (administrators) to ensure that cases relating to the clients that they service are progressing in time with company SLAs Continuous Professional Development Stay informed about market trends, investment products, and financial planning innovations. Maintain qualifications through regular CPD (Continuous Professional Development) in line with FCA requirements. Undertake additional training and qualifications to enhance expertise in specialist areas such as tax planning, estate planning, or business financial advisory. Requirements Kind Wealth assesses alignment before advancement. We are as interested in how you think and make decisions as we are in what you have achieved. Leadership: The Financial Planner will need to have strong leadership skills, as they will need to work with administrators and paraplanners to ensure that client work is completed in time with company SLAs. Knowledge: Strong knowledge of financial products, investment strategies, tax planning, and retirement planning. Communication: Excellent communication and interpersonal skills to build trusted client relationships, as well as collaborative relationships with colleagues. Compliance: Strong ethical and regulatory awareness, ensuring compliance with FCA guidelines. Analytical: Analytical and problem-solving skills to develop effective financial solutions. Business Development: Business development and sales skills to grow a client base and expand services. Attention to detail: Attention to detail and ability to manage complex financial portfolios. Organisational skills: As the financial planner will have many clients to service, they need to be able to organise themselves well. They may also be responsible for assisting colleagues organising their workload to ensure that everything gets done. Team player: As the financial planner may assist others organising their workload, they will do so in a way that accounts for other work that colleagues have in a fair manner. Training: The financial planner may assist with training of new advisers who join the business to help get them up to speed as quickly as possible. Collaboration: The financial planner will be a team player and will be part of a team who provide cover for each other for annual leave, and well as to bounce ideas off each other. Qualifications & Experience The qualifications and experience required to be successful in this role are: Required: Level 4 Diploma in Financial Planning (or equivalent) FCA-authorised and regulated At least 2 years of proven experience in financial planning Desirable: Chartered Financial Planner status (or willingness to achieve) Experience working with CRM systems Advantageous Experience working within the Quilter Financial Planning network Experience working with high-net-worth individuals and business owners How You Operate (Values & Behaviours) At Kind Wealth, how you operate matters as much as what you know. New business sales from lead conversion: Empathic listening , empathic articulation , conscientiousness , initiative, anticipation, intellectual flexibility, resourcefulness , Emotional stability, resilience, assertiveness Client relationship development and client care: Empathic listening , empathic articulation , conscientiousness , initiative, anticipation, intellectual flexibility, resourcefulness Process and administration: Conscientiousness, planning and monitoring, initiative, anticipation, intellectual flexibility, resourcefulness Team working: Empathic listening, empathic articulation, initiative, anticipation, intellectual flexibility, resourcefulness, openness to experience/learning, emotional stability, resilience, assertiveness Who This Role Is For This role will suit you if: You want professional freedom within a strong governance framework. You are looking for a professional home rather than a transactional environment. You value alignment before advancement.
Mar 20, 2026
Full time
About Kind Wealth Kind Wealth exists to deliver financial advice that is thoughtful, transparent, and built around long-term relationships. We are building a community of professionals who care about outcomes, ethics and doing the right thing for clients. Our advisers are supported by strong governance, modern systems and a culture that values professional judgement over short-term transactions. This is advice done properly! The Role A Financial Adviser at Kind Wealth provides professional, holistic financial advice to help clients achieve their long-term financial goals. This includes areas such as investment planning, retirement planning, tax efficiency, estate planning and protection, with an informed understanding of mortgage considerations where relevant. The role requires a strong understanding of financial markets, regulatory requirements and the ability to develop tailored strategies that meet each client s individual circumstances. Advisers are expected to deliver advice that is thoughtful, compliant and built around long-term relationships, aligned to regulatory best practice and Kind Wealth s internal standards of advice excellence. Whilst self-generation of business is always encouraged, advisers will also be responsible for effectively converting high-quality client opportunities generated through Kind Wealth s partnerships and affinity introducer network. This role suits professionals who value strong governance, client outcomes and the opportunity to build a sustainable, long-term client bank. Key Responsibilities Client Advisory and Financial Planning: Assess clients financial situations, objectives, risk tolerance, and long-term goals. Develop bespoke financial plans and investment strategies tailored to individual client needs. Provide recommendations on pensions, investments, insurance, estate planning, and tax-efficient strategies. Advise business owners on wealth accumulation, business sale planning, and retirement planning. Assist clients in managing inheritance tax liabilities and structuring assets efficiently. Regulatory Compliance & Ethics Adhere to UK financial regulations, including FCA (Financial Conduct Authority) guidelines. Conduct suitability assessments to ensure financial recommendations align with client needs and risk profiles. Maintain accurate records of client interactions, advice provided, and compliance documentation. Stay updated with financial regulations and ensure compliance with industry standards and best practices. Ensure that our CRM system is always kept up to date and accurate so that the company can comply with our legal requirements to our introducers on reporting requirements and also comply with our regulatory requirements. Relationship Management & Client Servicing Build and maintain strong client relationships through regular reviews and proactive communication. Monitor and adjust financial plans to reflect changes in clients circumstances, market conditions, and regulatory updates. Educate clients on financial matters, investment options, and tax-efficient strategies. Provide ongoing support and advisory services to ensure client satisfaction and long-term financial success. Business Development & Networking Assist in the execution of the company s business development plan Identify and engage with potential clients through networking, referrals, and strategic partnerships. Develop marketing and outreach strategies to attract high-net-worth individuals and business owners. Maintain a strong professional presence within the financial industry and attend relevant events, conferences, and networking opportunities. Collaborate with accountants, solicitors, and other professionals to provide comprehensive financial solutions for clients. Managing collaboration Responsible for facilitating weekly sync meetings with their advice team (administrators) to ensure that cases relating to the clients that they service are progressing in time with company SLAs Continuous Professional Development Stay informed about market trends, investment products, and financial planning innovations. Maintain qualifications through regular CPD (Continuous Professional Development) in line with FCA requirements. Undertake additional training and qualifications to enhance expertise in specialist areas such as tax planning, estate planning, or business financial advisory. Requirements Kind Wealth assesses alignment before advancement. We are as interested in how you think and make decisions as we are in what you have achieved. Leadership: The Financial Planner will need to have strong leadership skills, as they will need to work with administrators and paraplanners to ensure that client work is completed in time with company SLAs. Knowledge: Strong knowledge of financial products, investment strategies, tax planning, and retirement planning. Communication: Excellent communication and interpersonal skills to build trusted client relationships, as well as collaborative relationships with colleagues. Compliance: Strong ethical and regulatory awareness, ensuring compliance with FCA guidelines. Analytical: Analytical and problem-solving skills to develop effective financial solutions. Business Development: Business development and sales skills to grow a client base and expand services. Attention to detail: Attention to detail and ability to manage complex financial portfolios. Organisational skills: As the financial planner will have many clients to service, they need to be able to organise themselves well. They may also be responsible for assisting colleagues organising their workload to ensure that everything gets done. Team player: As the financial planner may assist others organising their workload, they will do so in a way that accounts for other work that colleagues have in a fair manner. Training: The financial planner may assist with training of new advisers who join the business to help get them up to speed as quickly as possible. Collaboration: The financial planner will be a team player and will be part of a team who provide cover for each other for annual leave, and well as to bounce ideas off each other. Qualifications & Experience The qualifications and experience required to be successful in this role are: Required: Level 4 Diploma in Financial Planning (or equivalent) FCA-authorised and regulated At least 2 years of proven experience in financial planning Desirable: Chartered Financial Planner status (or willingness to achieve) Experience working with CRM systems Advantageous Experience working within the Quilter Financial Planning network Experience working with high-net-worth individuals and business owners How You Operate (Values & Behaviours) At Kind Wealth, how you operate matters as much as what you know. New business sales from lead conversion: Empathic listening , empathic articulation , conscientiousness , initiative, anticipation, intellectual flexibility, resourcefulness , Emotional stability, resilience, assertiveness Client relationship development and client care: Empathic listening , empathic articulation , conscientiousness , initiative, anticipation, intellectual flexibility, resourcefulness Process and administration: Conscientiousness, planning and monitoring, initiative, anticipation, intellectual flexibility, resourcefulness Team working: Empathic listening, empathic articulation, initiative, anticipation, intellectual flexibility, resourcefulness, openness to experience/learning, emotional stability, resilience, assertiveness Who This Role Is For This role will suit you if: You want professional freedom within a strong governance framework. You are looking for a professional home rather than a transactional environment. You value alignment before advancement.
Title: Agricultural Senior Accountant Location: Ripon Salary: £40,000 - £48,000 Do you have experience with farming clients? If so, you might be interested in this Senior role. A Chartered Practice in Ripon is looking for an Accountant to join their friendly team in the Yorkshire Countryside. Responsibilities: To work within the accounts team preparing accounts for sole traders, partnerships and limite click apply for full job details
Mar 20, 2026
Full time
Title: Agricultural Senior Accountant Location: Ripon Salary: £40,000 - £48,000 Do you have experience with farming clients? If so, you might be interested in this Senior role. A Chartered Practice in Ripon is looking for an Accountant to join their friendly team in the Yorkshire Countryside. Responsibilities: To work within the accounts team preparing accounts for sole traders, partnerships and limite click apply for full job details
Specialist claims consultancy division of international broker seeks to appoint a Chartered Loss Adjuster to join their team operating in the North London/Essex/East Anglia region. You will be part of a highly efficient team handing quality commercial losses for an excellent range of clients. The position will require you to attend regional broking offices, but is essentially a home-based position. You will work with a quality client bank, mainly across the SME sector, undertaking claims preparation assignments for the full range of property perils. Additional support will be provided by teams of Surveyors and Forensic Accountants. About you: Candidates will ideally be either ACILA qualified, or making significant progress towards it, and have a strong background in commercial property losses either above or below the major loss line. You must live anywhere in North London/Essex/East Anglia. The position is ideally suited to those frustrated in adjusting and looking for a quality environment that will provide the opportunity to deal with losses in a timely and efficient manner. Salary & Benefits: Basic salary up to £85,000 including car allowance, 7% into pension, private medical care and 27 days holiday.
Mar 19, 2026
Full time
Specialist claims consultancy division of international broker seeks to appoint a Chartered Loss Adjuster to join their team operating in the North London/Essex/East Anglia region. You will be part of a highly efficient team handing quality commercial losses for an excellent range of clients. The position will require you to attend regional broking offices, but is essentially a home-based position. You will work with a quality client bank, mainly across the SME sector, undertaking claims preparation assignments for the full range of property perils. Additional support will be provided by teams of Surveyors and Forensic Accountants. About you: Candidates will ideally be either ACILA qualified, or making significant progress towards it, and have a strong background in commercial property losses either above or below the major loss line. You must live anywhere in North London/Essex/East Anglia. The position is ideally suited to those frustrated in adjusting and looking for a quality environment that will provide the opportunity to deal with losses in a timely and efficient manner. Salary & Benefits: Basic salary up to £85,000 including car allowance, 7% into pension, private medical care and 27 days holiday.
Specialist claims consultancy division of international broker seeks to appoint a Chartered Loss Adjuster to join their team operating in the North London/Essex/East Anglia region. You will be part of a highly efficient team handing quality commercial losses for an excellent range of clients. The position will require you to attend regional broking offices, but is essentially a home-based position. You will work with a quality client bank, mainly across the SME sector, undertaking claims preparation assignments for the full range of property perils. Additional support will be provided by teams of Surveyors and Forensic Accountants. About you: Candidates will ideally be either ACILA qualified, or making significant progress towards it, and have a strong background in commercial property losses either above or below the major loss line. You must live anywhere in North London/Essex/East Anglia. The position is ideally suited to those frustrated in adjusting and looking for a quality environment that will provide the opportunity to deal with losses in a timely and efficient manner. Salary & Benefits: Basic salary up to £85,000 including car allowance, 7% into pension, private medical care and 27 days holiday.
Mar 19, 2026
Full time
Specialist claims consultancy division of international broker seeks to appoint a Chartered Loss Adjuster to join their team operating in the North London/Essex/East Anglia region. You will be part of a highly efficient team handing quality commercial losses for an excellent range of clients. The position will require you to attend regional broking offices, but is essentially a home-based position. You will work with a quality client bank, mainly across the SME sector, undertaking claims preparation assignments for the full range of property perils. Additional support will be provided by teams of Surveyors and Forensic Accountants. About you: Candidates will ideally be either ACILA qualified, or making significant progress towards it, and have a strong background in commercial property losses either above or below the major loss line. You must live anywhere in North London/Essex/East Anglia. The position is ideally suited to those frustrated in adjusting and looking for a quality environment that will provide the opportunity to deal with losses in a timely and efficient manner. Salary & Benefits: Basic salary up to £85,000 including car allowance, 7% into pension, private medical care and 27 days holiday.
Specialist claims consultancy division of international broker seeks to appoint a Chartered Loss Adjuster to join their team operating in the North London/Essex/East Anglia region. You will be part of a highly efficient team handing quality commercial losses for an excellent range of clients. The position will require you to attend regional broking offices, but is essentially a home-based position. You will work with a quality client bank, mainly across the SME sector, undertaking claims preparation assignments for the full range of property perils. Additional support will be provided by teams of Surveyors and Forensic Accountants. About you: Candidates will ideally be either ACILA qualified, or making significant progress towards it, and have a strong background in commercial property losses either above or below the major loss line. You must live anywhere in North London/Essex/East Anglia. The position is ideally suited to those frustrated in adjusting and looking for a quality environment that will provide the opportunity to deal with losses in a timely and efficient manner. Salary & Benefits: Basic salary up to £85,000 including car allowance, 7% into pension, private medical care and 27 days holiday.
Mar 19, 2026
Full time
Specialist claims consultancy division of international broker seeks to appoint a Chartered Loss Adjuster to join their team operating in the North London/Essex/East Anglia region. You will be part of a highly efficient team handing quality commercial losses for an excellent range of clients. The position will require you to attend regional broking offices, but is essentially a home-based position. You will work with a quality client bank, mainly across the SME sector, undertaking claims preparation assignments for the full range of property perils. Additional support will be provided by teams of Surveyors and Forensic Accountants. About you: Candidates will ideally be either ACILA qualified, or making significant progress towards it, and have a strong background in commercial property losses either above or below the major loss line. You must live anywhere in North London/Essex/East Anglia. The position is ideally suited to those frustrated in adjusting and looking for a quality environment that will provide the opportunity to deal with losses in a timely and efficient manner. Salary & Benefits: Basic salary up to £85,000 including car allowance, 7% into pension, private medical care and 27 days holiday.
